- Advanced Diploma in Financial Planning
This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.
- AF1 Personal Tax and Trust Planning
This examination assesses the candidate to develop in-depth financial planning skills related to personal tax and trusts.
- AF3 Pension Planning
This examination assesses the candidate to develop in-depth financial planning skills related to personal and corporate pensions.
- AF4 Investment Planning
This examination assesses the candidate to develop in-depth financial planning skills related to investments and the management of investment portfolios.
- AF5 Financial Planning Process
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
- Award in Long Term Care Insurance
This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
- Award in Pensions Update
This single unit qualification develops and tests knowledge of pension reforms and how they impact at-retirement advice.
- Certificate in Financial Planning
A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.
- Certificate in Life and Pensions
A qualification that builds understanding of the life and pensions sector, focusing on how products and services meet customer needs within the regulatory framework.
- CF1 UK Financial Services, Regulation, and Ethics
This qualification develops an understanding of the structure of the UK financial services industry, including the main regulatory bodies, key legislation, and ethical principles that guide professional practice.
- CF2 Investment and Risk
This qualification assesses knowledge of different investment products and the various types of risk associated with them, helping advisers understand how to build suitable investment solutions for clients.
- CF3 Financial Protection
This qualification covers the principles and application of financial protection planning, including life assurance, income protection, and critical illness products designed to safeguard clients and their families.
- CF4 Retirement Planning
This qualification examines pension products, the pension tax regime, and how to meet clients’ retirement income needs through effective planning and advice.
- CF5 Integrated Financial Planning
This qualification brings together knowledge from earlier units to demonstrate a practical understanding of the financial services industry, its regulation, and how to apply financial planning principles in real client situations.
- CF8 Certificate in Financial Planning and Long-Term Care Insurance
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.
- Diploma in Financial Planning
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
- Fellowship
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
- J01 Personal Tax
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individual’s liability to UK tax.
- J02 Trusts
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
- J12 Securities Advice and Dealing
This qualification develops knowledge and understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
- R01 Financial Services, Regulation, and Ethics
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
- R02 Investment Principles
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
- R04 Pensions and Retirement Planning
This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.
- R06 Financial Planning Practice
This qualification helps advisers develop and demonstrate their financial planning capabilities.
- R08 Pension Update
This qualification focuses on pension reforms and how they affect advice, including the new legislative, compliance and reporting requirements.
