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Personal Finance Society
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Completion requirements

To complete you need to obtain 290 CII credits, of which:

  • at least 120 credits  must be at Advanced Diploma-level (units AF1-AF6). Where you already hold withdrawn CII AFPC units these will count towards this requirement. These must include compulsory unit AF5 (holders of AFPC unit (H25) Holistic financial planning satisfy this requirement).
  • a further 40 credits must be at Diploma-level or above.
  • The remaining credits can come from any CII financial services units, excluding LF1.

Recognition of prior learning applicants should note that in order to be awarded the Advanced Diploma in Financial Planning, they must obtain at least one CII assessment pass in an AF or withdrawn AFPC unit.

The mechanics of entering 

There is no prescribed order in which units must be taken, and you select those most appropriate to your learning needs.

The one exception is compulsory unit (AF5) Financial planning process, which should be completed last, as this tests skills developed through completion of the other advanced Diploma units.

Units Credits and Level Study hours per unit * Assesment method Exam sessions Nominal pass mark ** Results notification
AF1-AF4 30 - Level 6 150 3 hour case study based exam. 160 marks spread over three compulsory questions.  Apr/Oct 55% 9 weeks
AF5 3 hour exam. Candidates receive a 'fact find' two weeks before the examination. The examination tests key aspects of the financial planning process as applied to the client scenario
AF6, AF8     3 written coursework assignments, each typically 2,000 to 3,000 words n/a 50% 8 weeks
AF7 20 - Level 6 100 2 hour exam comprising 3-4 compulsory written short answer questions, and 2 case study based questions Apr/Oct 60% 9 weeks

* The recommended minimum study hours shown below will vary according to your experience and ability.

** The nominal pass mark is shown, however, the actual pass mark may vary from one session to another to ensure that the pass standard remains constant.