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
| 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 |
R01 Financial services, regulation and ethics
| Criteria | Details |
|---|---|
| Credits | 20 - Diploma |
| Exam Format | Online, 2 hours |
| Number of Questions | 100 multiple choice questions (MCQs) |
| Nominal pass mark | 65% |
| 2018 Pass rate | 63.77% |
CF1 UK financial services, regulation and ethics
| Criteria | Details |
|---|---|
| Credits | 15 - Certificate |
| Exam Format | Online, 2 hours |
| Number of Questions | 100 multiple choice questions (MCQs) |
| Nominal pass mark | 70% |
| 2018 Pass rate | 59.62% |
R02 Investment principles and risk
| Criteria | Details |
|---|---|
| Credits | 20 - Diploma |
| Exam Format | Online, 2 hours |
| Number of Questions | 100 multiple choice questions (MCQs) |
| Nominal pass mark | 65% |
| 2018 Pass rate | 59.99% |
R03 Personal taxation
| Criteria | Details |
|---|---|
| Credits | 10 - Diploma |
| Exam Format | Online, 1 hour |
| Number of Questions | 50 multiple choice questions (MCQs) |
| Nominal pass mark | 65% |
| 2018 Pass rate | 52.55% |
J09 Paraplanning
| Criteria | Details |
|---|---|
| Credits | 30 - Diploma |
| Exam Format | Non-exam based |
| Number of Questions | 3 written coursework assignments |
| Nominal pass mark | 65% |
| 2018 Pass rate | 48% |