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CII Certificate in Paraplanning

What is the purpose of this Certificate?

This 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

CriteriaDetails
Available units:R01 Financial services, regulation and ethics
R02 Investment principles and risk
R03 Personal taxation
J09 Paraplanning
Credits required for qualification:80
Level:4

R01 Financial services, regulation and ethics

CriteriaDetails
Credits20 - Diploma
Exam FormatOnline, 2 hours
Number of Questions100 multiple choice questions (MCQs)
Nominal pass mark65%
2018 Pass rate63.77%

R02 Investment principles and risk

CriteriaDetails
Credits20 - Diploma
Exam FormatOnline, 2 hours
Number of Questions100 multiple choice questions (MCQs)
Nominal pass mark65%
2018 Pass rate59.99%

R03 Personal taxation

CriteriaDetails
Credits10 - Diploma
Exam FormatOnline, 1 hour
Number of Questions50 multiple choice questions (MCQs)
Nominal pass mark65%
2018 Pass rate52.55%

J09 Paraplanning

CriteriaDetails
Credits30 - Diploma
Exam FormatNon-exam based
Number of Questions3 written coursework assignments
Nominal pass mark65%
2018 Pass rate48%