Home

  • CII Exams
    • AF Exams
    • CII AF1 Personal Tax and Trust Planning
    • CII AF4 Investment Planning
    • CII AF5 Financial Planning Process
    • CII AF7 Pension Transfers
    • CF Exams
    • CII CF1 UK Financial Services, Regulation and Ethics
    • CII CF6 Mortgage Advice
    • CII CF8 Long Term Care Insurance
    • ER Exams
    • CII ER1 Equity Release
    • FA Exams
    • CII FA1 Life Office Administration
    • CII FA2 Pensions Administration
    • IF Exams
    • CII IF1 Insurance Legal and Regulatory
    • CII IF2 General Insurance Business
    • CII IF3 Insurance Underwriting Process
    • CII IF4 Insurance Claims Handling Process
    • CII IF5 Motor Insurance Products
    • J0 Exams
    • CII J02 Trusts
    • CII J05 Pension Income Options
    • CII J07 Supervision in a Regulated Environment
    • CII J10 Discretionary Investment Management
    • CII J12 Securities Advice and Dealing
    • LP Exams
    • CII LP2 Financial Services Products and Solutions
    • R0 Exams
    • CII R01 Financial Services, Regulation and Ethics
    • CII R02 Investment Principles and Risk
    • CII R03 Personal Taxation
    • CII R04 Pensions and Retirement Planning
    • CII R05 Financial Protection
    • CII R06 Financial Planning Practice
    • CII R07 Advanced Mortgage Advice
  • CII Qualifications
    • CII Qualifications Overview
    • Advanced Diplomas
    • CII Advanced Diploma in Financial Planning
    • Awards
    • CII Award in Financial Administration
    • CII Award in Life and Pensions Foundations
    • CII Award in Long Term Care Insurance
    • CII Award in Regulated Pension Transfer Advice
    • Certificates
    • CII Certificate in Advanced Mortgage Advice
    • CII Certificate in Discretionary Investment Management
    • CII Certificate in Equity Release
    • CII Certificate in Financial Services
    • CII Certificate in Insurance
    • CII Certificate in Investment Operations
    • CII Certificate in Mortgage Advice
    • CII Certificate in Paraplanning
    • CII Certificate in Regulated Financial Services Operations
    • CII Certificate in Securities Advice and Dealing
    • Diplomas
    • CII Diploma in Financial Planning
    • CII Diploma in Regulated Financial Planning
  • Main Pages
  • Home
  • Blog
  • Corporate
  • FAQ
  • About
  • Contact
  • Home
  • Blog
  • Corporate
  • FAQs
  • About
  • Contact
Cart
Brand Financial Training
  • CII Exams
    • Exam-Col-01
      • AF Exams
      • CII AF1 Personal Tax and Trust Planning
      • CII AF4 Investment Planning
      • CII AF5 Financial Planning Process
      • CII AF7 Pension Transfers
      • CF Exams
      • CII CF1 UK Financial Services, Regulation and Ethics
      • CII CF6 Mortgage Advice
      • CII CF8 Long Term Care Insurance
      • ER Exams
      • CII ER1 Equity Release
      • FA Exams
      • CII FA1 Life Office Administration
      • CII FA2 Pensions Administration
    • Exam-Col-02
      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
      • CII IF2 General Insurance Business
      • CII IF3 Insurance Underwriting Process
      • CII IF4 Insurance Claims Handling Process
      • CII IF5 Motor Insurance Products
      • J0 Exams
      • CII J02 Trusts
      • CII J05 Pension Income Options
      • CII J07 Supervision in a Regulated Environment
      • CII J10 Discretionary Investment Management
      • CII J12 Securities Advice and Dealing
      • LP Exams
      • CII LP2 Financial Services Products and Solutions
    • Exam-Col-03
      • R0 Exams
      • CII R01 Financial Services, Regulation and Ethics
      • CII R02 Investment Principles and Risk
      • CII R03 Personal Taxation
      • CII R04 Pensions and Retirement Planning
      • CII R05 Financial Protection
      • CII R06 Financial Planning Practice
      • CII R07 Advanced Mortgage Advice
      • Study Kit Box
  • CII Qualifications
    • Qual-Col-01
      • CII Qualifications Overview
      • CII Advanced Diploma in Financial Planning
      • CII Award in Financial Administration
      • CII Award in Life and Pensions Foundations
      • CII Award in Long Term Care Insurance
      • CII Award in Regulated Pension Transfer Advice
    • Qual-Col-02
      • CII Certificate in Advanced Mortgage Advice
      • CII Certificate in Discretionary Investment Management
      • CII Certificate in Equity Release
      • CII Certificate in Financial Services
      • CII Certificate in Insurance
      • CII Certificate in Investment Operations
      • CII Certificate in Mortgage Advice
      • CII Certificate in Paraplanning
      • CII Certificate in Regulated Financial Services Operations
      • CII Certificate in Securities Advice and Dealing
    • Qual-Col-03
      • CII Diploma in Financial Planning
      • CII Diploma in Regulated Financial Planning
Brand Financial Training > AF1 > Are you working towards RQF Level 6?
  • Previous
  • Next
Are you working towards RQF Level 6?
February 8, 2022
Are you working towards RQF Level 6?

Are you working towards RQF Level 6?

Posted by The Team at Brand Financial Training on February 8, 2022 in AF1, AF4, AF5, AF7, AF8
Last updated on March 4th, 2022 at 8:15 am
Are you working toward RQF Level 6?

Many advisers, paraplanners, and other financial services professionals are choosing to extend their qualifications beyond the diploma (RQF Level 4). Here, we talk about what’s involved in the CII RQF Level 6.

THIS ARTICLE IS RELEVANT TO EXAMINABLE TAX YEAR 2021/22

We are seeing a bigger demand than ever for CII AF exam support as people seek to pursue RQF Level 6 and Chartered status to develop specialist skills and knowledge and demonstrate their commitment to professionalism.

So what does the CII RQF Level 6 involve?

In order to complete the Advanced Diploma, you need 290 credits – 120 of these have to come from the Advanced level 6 units, 40 have to come from Diploma level 4 which include all the CII R0 exams (except R05) and the ‘J’ exams. All other credits can be gained at any level (except LF1).  You have to take AF5 – it’s compulsory!

These are the AF units;

  • AF1 Personal tax and trust planning – 30 CII credits
  • AF4 Investment planning – 30 CII credits
  • AF5 Financial planning process – compulsory – 30 CII credits
  • AF6 Senior management and supervision – 30 CII credits
  • AF7 Pension Transfers – 20 CII credits
  • AF8 Retirement Income Planning – 30 CII credits

When you have achieved the credits required at Level 4 and Level 6, you can opt for credits at any level.  So you may choose an easier Level 3 unit where this is a wide variety of Award and Certificate level units on offer.  Popular choices at this level are CF8 Long Term Care Insurance and ER1 Equity Release.

Once you’ve got your 290 credits, you can use the letters APFS after your name.  You can also apply for Chartered Financial Planner status – as long as you have 5 years’ industry experience.  This, we believe, is what a lot of advisers are now aiming for as this now puts our profession at the same level as those professions we often work closely with; Chartered Accountants and Solicitors.

Making the jump from a CII Diploma exam to an Advanced exam is not easy, and it should not be underestimated how much effort needs to be put in.  The exams jump from multi-choice and multi-response and short-answer questions to long case studies and fact-finds.  However, if you want Chartered status and the recognition from your clients as well as your peers, it’s well worth the effort.

There is of course plenty of help around as well.  Here at Brand Financial Training, we offer mock papers on AF1, AF4 and AF7 and a full fact-find analysis for AF5.  We also offer various other resources including study notes and calculation workbooks.

For more information on the Advanced Diploma go to: https://brandft.co.uk/cii-advanced-diploma-in-financial-planning/

Tags:Business Financial Planning, Financial Planning Process, Investment Planning, pension planning, personal tax and trust planning, RQF Level 6

Related posts

  • How to Determine Periodic and Exit Charges on a Discretionary Trust
    How to Determine Periodic and Exit Charges on a Discretionary Trust

Subscribe

Get new blog posts delivered straight to your inbox!

By ticking this box you are giving your consent for us to email you when a new post is published on our blog. We may also email you with additional information and offers that we believe may be of interest to you. We take your privacy very seriously and we will never share your personal information. You can unsubscribe from our emails at any time. For information about how we handle your data, please read our privacy notice.

Please tick the box to give your consent for us to email you when a new post is published on our blog. We may also email you with additional information and offers that we believe may be of interest to you. We take your privacy very seriously and we will never share your personal information. You can unsubscribe from our emails at any time. For information about how we handle your data, please read our privacy notice at https://brandft.co.uk/privacy-policy/

Search

To search our blog just enter a keyword and click search.

Latest Posts

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 20 Jun 2025
    By The Team at Brand Financial Training
    June 20, 2025
  • Our Post-Exam Review of the April 2025 CII R06 Exam
    By The Team at Brand Financial Training
    June 17, 2025
  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 13 Jun 2025
    By The Team at Brand Financial Training
    June 13, 2025
  • Newsletter for June 2025
    By The Team at Brand Financial Training
    June 10, 2025

Follow us

Categories

Archives


All content © Brand Financial Training Ltd, 2008-2024. Unauthorised use and/or duplication of this material without express and written permission from this blog’s author and/or owner is strictly prohibited.

Excerpts and links may be used, provided that full and clear credit is given to Brand Financial Training Ltd https://brandft.co.uk with appropriate and specific direction to the original content.

Contacts

Email :
Tel : +44 (0)345 680 1682
You can leave a voicemail for us but for the quickest response, please email our customer service team at the above email address, who will respond within 24 hours.

Calls are charged at the same rate as standard landline numbers. This rate will depend on your telephone provider and may be included in your tariff.

Newsletter

Stay up to date with our informative monthly newsletter tailored for you.

Learn more

We write for...

Logo: Money Marketing Logo: Professional Paraplanner Professional Paraplanner Awards 2021
Learn more

We support...

In Aid of Trussell Trust In Aid of Refuge Together we will end homelessness
UNICEF UK Ukraine Appeal, Save the Children Gaza Appeal
Find out more about how we work to make a social impact.
Learn more

Home
About
Blog
Contact
Social Impact

Money back guarantee
Corporate
Help and FAQs
Learning Resource Updates

Email :
Tel : +44 (0)345 680 1682 (Voicemail only)

Calls are charged at the same rate as standard landline numbers. This rate will depend on your telephone provider and may be included in your tariff.

LinkedInLinkedInTwitter/XTwitter/X YouTubeYouTubeYouTubeYouTube

©2025 Brand Financial Training Ltd · Reg No: 7153959 · VAT No: 979 2499 45

Policies | Terms of use | Terms of sale | Privacy policy | Cookie policy