The RQF Level 6 Advanced Diploma in Financial Planning builds on existing knowledge enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Members with over 5 years’ industry experience can apply for Chartered Financial Planner status on completion of the Advanced Diploma.
Read the Advanced Diploma in Financial Planning specification »
Who’s it for?
- Retail investment advisers qualified at level 4
- Paraplanners, technical consultants and staff in related support roles qualified at level 4
You must also already hold either the Diploma in Financial Planning or Diploma in Regulated Financial Planning to study for the Advanced Diploma.
Recognition of prior learning
Before studying, check to see whether any of your previous academic qualifications or credits from other professional bodies and institutes can be carried towards completion of the Advanced Diploma.
Find out more about recognition of prior learning
At least one CII level six unit (AF1 – AF8), (or withdrawn AFPC unit) must be obtained in order to be awarded the Diploma.
A total of 290 credits must be achieved in order to be awarded the Advanced Diploma.
See our key information link to the right of this page for details
Members are entitled to use the designation APFS, subject to membership and Continuing Professional Development (CPD) requirements.
Diploma and Advanced Diploma level units are assessed by written exam or coursework assignment.
Written exam results are normally released 6-8 weeks following exam sitting. Coursework assessment results are normally released 40 days following submission.
Each qualification unit comes with the essential tools to support core learning. For a single fee, study packages typically include: study text, assessment entry and access to RevisionMate, our online study tool.
We also offer additional study materials to support individual learning. These range from key fact booklets and next-edition study texts, to question packs and Learn interactive tutorials.
For full unit availability, click the unit links to the right of this page
Chartered Status and Fellowship
As a holder of the Advanced Diploma you can apply for Chartered status (subject to having five years' experience within the profession - experience gained prior to qualification counts towards this requirement).
Chartered status cements your professional standing and gives you parity with other professionals such as accountants and solicitors. The CII also offers corporate Chartered status to qualifying firms, further enhancing visible professionalism.
If after completing the Advanced Diploma you wish to continue with formal professional development, you could study for Fellowship of the CII.
Fellowship, held by more than 5,000 working practitioners is the CII's highest level of qualification. Attainment is globally recognised as an indicator of expertise and experience.