- 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.
- 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.
- Diploma in Regulated Financial Planning
This level 4 qualification meets the FCA’s requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.
- 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.
- Certificate in Discretionary Investment Management
The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.
- Certificate in Securities Advice and Dealing
This certificate satisfies the FCA appropriate qualification requirement for those advising or dealing in securities, developing in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.
- 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 Services (General Route)
This route develops knowledge and understanding of the financial services industry in general, including regulation and legislation, and the fundamental aspects of customer service, administration and marketing in financial services, and key retail investment products.
- 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.
- AF1 Personal Tax and Trust Planning
This examination assesses the candidate to develop in-depth financial planning skills related to personal tax and trusts.
- 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.
- 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.
- J10 Discretionary Investment Management
At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.
- 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.
- R03 Personal Taxation
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during 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.
- 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.
- LP2 Financial Services Products and Solutions
Financial Services Products and Solutions (LP2) develops knowledge and understanding of customer needs, how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.
- R05 Financial Protection
This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.
