CII Certificate in Paraplanning
What is the purpose of this Certificate?
The CII Certificate in Paraplanning is a RQF level 4 qualification. The Certificate is specific for those who work, or wish to work as a paraplanner to increase their knowledge of the financial services market, regulation and ethics, investments and taxation to an advanced level. It will also help to develop paraplanning skills and expertise.
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 |
| Level: | 4 |
