The RQF Level 6 Advanced Diploma in Financial Planning builds on
existing skills and knowledge, enabling advisers to develop
specialist planning capabilities and offer a sophisticated and
comprehensive approach to financial management.
The Advanced Diploma gives holders clear differentiation from
the main body of advisers, with completion leading to Chartered Financial
Planner status (holders need to having five years' industry
experience, not necessarily post-qualification).
The Advanced Diploma involves completion of at least four of the
following six financial planning units:
* Details of enhancements being made to CII Level 6 pensions
exams can be found here.
Unit syllabuses setting out the learning outcomes for each unit
can be found on the right of this page.
Who it's for
- Retail investment advisers qualified at Level 4
- Paraplanners, technical consultants and staff in related
support roles qualified at Level 4
None, but one of the following CII qualifications must be held
in order to complete:
- Diploma in Financial Planning; or
- Diploma in Regulated Financial Planning.
Completion requirements can be found on the right of this
Unit study materials for this qualification typically
- Case study workbook or study text
- RevisionMate online study support
- Audio revision
- Two day revision workshops.
How you are tested
AF1-AF5 are tested by case study-based written exams, held
across the UK twice-yearly in April and October. AF6 is assessed by
three coursework assignments. Find out more by selecting the
completion requirements link to the right of this page.
Member designation and Chartered Status
Completion entitles PFS members to use the designation APFS and
the Chartered Financial Planner title for those with five years'
industry experience. Continuing professional development
Your next step
The links at the top right of this page contain all the
information you need to finalise your entry.
To order your study text and assessment entry, please use the
individual unit links.