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CII Advanced Diploma in Financial Planning
What is the purpose of the Advanced Diploma?
The CII Advanced Diploma in Financial Planning is a RQF Level 6 qualification leading to Chartered Financial Planner status. This qualification enables advisers to increase their knowledge and understanding of specialist areas of financial planning and differentiate themselves from their colleagues.
To gain Chartered Financial Planner status, advisers must also have 5 years experience as well as the CII Advanced Diploma in Financial Planning qualification.
If you are a member of the PFS, upon completion you can use the designation APFS.
What do I need to do to achieve this Diploma?
To achieve the CII Advanced Diploma in Financial Planning you must achieve 290 CII credits in total. 120 of these must be at Level 6 (AF exams), including AF5. You will also require an additional 40 credits at Level 4 or above. All other credits can be gained at any level (except LF1).