The CII Diploma in Regulated Financial Planning (DipPFS) is the qualification of choice for the financial planning professionals and is therefore ideal for those pursuing a career in investment advice, paraplanning, technical consultancy and other financial services supporting roles.
This qualification (formerly AFPC) meet the FCA’s (Financial Conduct Authority) requirements for retail investment advisers and is therefore a minimum requirement of most financial planning opportunities.
The Diploma in Regulated Financial Planning covers:
This qualification can be studied as part of the Financial Advisor apprenticeship standard, or through our DipPFS study support package. Both pathways include as standard:
The RQF Level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas:
|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||
Our Diploma in Regulated Financial Planning support packages are delivered online via our virtual learning environment. Each chapter of the book is accompanied by revision notes, mock exam questions, and workbooks designed to test and embed your knowledge. At regular intervals throughout the course you should attend online revision sessions to help cover more technical content.
Throughout the course you will have access to a subject expert to answer any questions you may have along the way. Before sitting any exams we will provide a full mock exam which you can retake as many time as required before sitting the real thing.
It is possible to complete the DipPFS within 24 months, allowing 4-6 hours of independent study per week. All courses are flexible to allow you to complete at a pace that is appropriate to you. You should not attempt two study for two exams simultaneously.
Please note that CII materials and exams are updated each September, and you may be required to purchase the study update packs for exams you are currently studying for. Your subject expert will advise you of this should it apply.
You must be a paid member of the CII to purchase this course, as we will require your PIN number as part of the enrolment process. If you are not a member you can join here: http://www.cii.co.uk/membership/join/
There are no formal entry requirements for this study package, but you will require adept and developed literacy and numeracy skills.
Working within a financial services environment is desirable and advantageous, although not essential.
For an informal discussion about this course, please use the enquiry form below: