Advanced Diploma in Financial Planning

Overview

The Advanced Diploma in Financial Planning goes beyond the FCA’s minimum qualification requirements and enables advisers to develop their specialist planning capabilities. And with completion leading to Chartered Financial Planner status, the Advanced Diploma gives holders clear differentiation from the main body of advisers.

It builds on existing skills and develops knowledge gained through previous study and workplace training, better preparing you to offer a sophisticated and comprehensive approach to financial management.

The Advanced Diploma requires completion of at least four of the following six financial planning units:

  • (AF1) Personal tax and trust planning;
  • (AF2) Business financial planning;
  • (AF3) Pension planning;
  • (AF4) Investment planning;
  • (AF5) Financial planning process (compulsory); and
  • (AF6) Senior management and supervision.

 

These units build on Diploma-level learning. Visit this qualification’s webpage for examples of topic-specific study routes.

Entry requirements

None, but one of the following qualifications must be held in order to complete:

  • Diploma in Financial Planning; or
  • Diploma in Regulated Financial Planning.

 

Recommended study time

Units are 150 hours (each depends on experience and ability).

Completion requirements

To complete you need to obtain 290 credits, of which:

  • at least 120 credits must be at Advanced Diploma-level (units AF1–AF6). Where you already hold withdrawn CII AFPC units these will count towards this requirement.

These must include compulsory unit AF5 (holders of AFPC unit (H25) Holistic financial planning satisfy this requirement).

  • a further 40 credits must be at Diploma-level or above.
  • the remaining credits can come from any of the units offered within the CII financial services qualifications framework.

 

Learning support

Unit study materials for this qualification typically include:

  • Case study workbook
  • RevisionMate online study support
  • Audio revision
  • Revision courses.

 

Member designation

APFS

Level

6

Next step qualification

PFS Fellowship

More details and to enrol online

Visit the CII website

How to get in touch

You can discuss this qualification with our Corporate Customer Service team either by calling 020 8530 0862 or emailing CIIbanking@cii.co.uk. They can also put you in touch with one of our Corporate Development Managers.