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).
Four units are required to pass the CII Certificate in Paraplanning. These are:
Not sure when you will be sitting your CII financial services exam?
The CII examine tax year 19/20 until 31 August 2020. They examine tax year 20/21 from 1 September. Purchasers of most of our 19/20 resources will be able to request the updated 20/21 versions (examinable from 1 September) free of charge. We will email you about this late August. Note this excludes our R03 study text and our R01/R02/AF4/CF1 e-learning videos which have a standard 6 month subscription.
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