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Personal Finance Society
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Key facts

Key facts for the Advanced Diploma in Financial Planning

Ofqual Regulated Qualification Framework (RQF) Level Level 6
Number of available units 6 Advanced Diploma units
Plus access to Diploma and Certificate units
Compulsory units 1 unit
• (AF5) Financial planning process
CII credits required to complete (existing credits carried forward) 290
Minimum 120 credits at Advanced Diploma level and 40 at Diploma level or above
CII credits per unit 30
Combination of units at any level allowed Yes
Subject to completion requirements
Assessment format

• 3 hour exam
• Written case study questions
• 3 hour exam
• Client scenario
Written case study questions 
•  3 coursework assignments 
 2 hour exam
 3-4 short answer questions
 2 case study based questions
 3 coursework assignments

Average study time per unit 150 hours
Availability of exam sessions  Twice yearly
Entry requirements? None
Credits available for prior learning? Yes
Record of Achievement issued for each exam pass? Yes
CII/PFS membership designation APFS/Chartered Financial Planner