CII Certificate in Paraplanning
What is the purpose of this Certificate?
This level 4 qualification is specific to those who work, or wish to work, as a paraplanner.
If you are a PFS member and your primary role is that of a paraplanner, once you have achieved the qualification you can use the designation CertPFS (Paraplanning).
What do I need to do to achieve this Certificate?
Four units are required to pass the CII Certificate in Paraplanning. These are:
CII Certificate in Paraplanning
Criteria | Details |
---|---|
Available units: | R01 Financial services, regulation and ethics OR CF1 UK financial services, regulation and ethics AND R02 Investment principles and risk R03 Personal taxation J09 Paraplanning |
Credits required for qualification: | 75 or 80 credits depending on completion of CF1 (15 credits) or R01 (20 credits). |
Level: | 4 |