The Award in Investment Planning (non-UK) (AWP) is designed to help experienced advisers outside the UK develop and demonstrate their knowledge of investment products. It also offers guidance on what constitutes sound professional practice, thereby providing a framework for ethical behaviour. This unit can only be awarded to non-UK residents.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only.
- Assessment entry.
The Award is open to anybody working in the insurance and financial services sector, irrespective of educational background. It does however require you to have a good understanding of financial advice principles and products.
It's particularly suited to experienced non-UK financial advisers and insurance agents advising on, or aspiring to advise on, investment planning. These individuals will usually hold one or more other CII Award level qualifications.
Building a successful career in personal finance
Those with a prior understanding of financial advice principles and products, gained in the workplace or by completing the Award in Financial Planning or Award in Bancassurance may wish to enter for this Award.
This single unit award may also count towards the Certificate in Insurance and Financial Services (non-UK).
Please note: Award in Investment Planning Enrolments are not available in the UK. Non-UK candidates can enrol online and by phoning Customer Service. You will be prompted to select your chosen international exam centre location and date or sit your exam from home with remote invigilation. To enrol for the Award in Guernsey, Jersey, Isle of Man or the Republic of Ireland please call Customer Service on +44 (0)20 8989 8464
At the end of this unit, candidates will be able to demonstrate knowledge and understanding of:
- main macro-economic factors that impact upon investment returns;
- cash deposits, government securities and corporate bonds;
- equity-based investment and property investment;
- collective investment products and alternative investments;
- the risks faced by investors and the importance of asset allocation.
- 1 hour exam
- 42 multiple choice questions (MCQs) along with 2 case studies each comprising 4 MCQs
- 70% nominal pass mark (the actual pass mark may vary from one session to another to ensure consistency in pass standards)
Study material - editions available
2022-23 edition (applicable to exams sat 01 May 2022 to 30 Apr 2023)