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CII Diploma in Regulated Financial Planning

What is the purpose of this Diploma?

This is the benchmark qualification for advising on retail investment products. Achieving this qualification meets QCF Level 4 allowing you to work as an advisor (subject to other regulatory requirements).

Upon achieving the qualification, you can use the designation DipPFS if you are a member of the PFS.

What do I need to do to achieve this Diploma?

To pass the CII Diploma in Regulated Financial Planning you must pass six compulsory units. These are:

CII Diploma in Regulated Financial Planning

CriteriaDetails
Available units:R01 Financial services, regulation and ethics
R02 Investment principles and risk
R03 Personal taxation
R04 Pensions and retirement planning
R05 Financial protection
R06 Financial planning practice
Credits required for qualification:100
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%
2016 Pass rate57.01%

R02 Investment principles and risk

CriteriaDetails
Credits20 - Diploma
Exam FormatOnline, 2 hours
Number of Questions100 multiple choice questions (MCQs)
Nominal pass mark65%
2016 Pass rate57.92%

R03 Personal taxation

CriteriaDetails
Credits10 - Diploma
Exam FormatOnline, 1 hour
Number of Questions50 multiple choice questions (MCQs)
Nominal pass mark65%
2016 Pass rate50.46%

R04 Pensions and retirement planning

CriteriaDetails
Credits10 - Diploma
Exam FormatOnline, 1 hour
Number of Questions50 multiple choice questions (MCQs)
Nominal pass mark65%
2016 Pass rate54.07%

R05 Financial protection

CriteriaDetails
Credits10 - Certificate
Exam FormatOnline, 1 hour
Number of Questions50 multiple choice questions (MCQs)
Nominal pass mark70%
2016 Pass rate72.11%

R06 Financial planning practice

CriteriaDetails
Credits30 - Diploma
Exam Format3 hours
Number of Questions2 written case studies
Nominal pass mark55%
2016 Pass rate73.23%