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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: