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Personal Finance Society
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Key information


What does the qualification involve?

To complete the Advanced Diploma in Financial Planning, you must obtain 290 credits.

120 credits must come from Advanced Diploma units (AF1 – AF8), AF5 being a compulsory unit. There is no definitive order in which you should study your chosen units, however unit AF5 tests skills developed through completion of other Advanced Diploma units so must be completed last.

A further 40 credits must be at level four or above, and the remaining credits can come from any units within the Personal Finance qualification framework, with the exception of LF1.

For the unit syllabuses, return to the Advanced Diploma in Financial landing page where you will find the syllabus link at the top right of the page.

 

Unit overview:

Unit

Assessment method

Study hours*

Credits awarded

Unit level

 

 

 

 

 

(AF1) Personal tax and trust planning

·         3-hour exam

·         Case study based with 3 compulsory questions

·         55% nominal pass mark**

150

30

6

(AF2) Business financial planning

·         3-hour exam

·         Case study based with 3 compulsory questions

·         55% nominal pass mark**

150

30

6

(AF3) Pension planning

·         3-hour exam

·         Case study based with 3 compulsory questions

·         55% nominal pass mark**

150

30

6

(AF4) Investment planning

·         3-hour exam

·         Case study based with 3 compulsory questions

·         55% nominal pass mark**

150

30

6

(AF5) Financial planning process

·         3-hour exam

·         Case study based with 3 compulsory questions

·         55% nominal pass mark**

150

30

6

(AF6) Senior management and supervision

·         3 written coursework assignments, each typically 2,000 to 3,000 words

150

30

4

(AF7) Pension transfer

·         2-hour exam

·         3-4 compulsory written short answer questions, and 2 case study based questions

100

20

4

(AF8) Retirement income planning

·         3 written coursework assignments, each typically 2,000 to 3,000 words

150

30

4

Find out more about assessment methods, including exam policies and centres »


Units treated as equivalent

Due to the extent of syllabus overlap, certain combinations of current and withdrawn CII units will result in only one award of credits.

If a withdrawn equivalent is held you may not need to complete a current unit in order to satisfy a qualification's completion rules. Clarification should always be sought from CII Customer Service.

Find out more about credit awards for equivalent units »

 

*The recommended minimum study hours will vary depending on your experience and ability.

** The actual pass mark may vary from one session to another to ensure consistency in pass standards.