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Personal Finance Society
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Key facts

Key facts for the Diploma in Financial Planning

Ofqual Regulated Qualification Framework (RQF) Level Level 4
Number of available units 16 Diploma units
Plus access to Certificate and Advanced Diploma units
Compulsory units None
CII credits required to complete (existing credits carried forward) 140
Minimum 80 credits at Diploma level or above (a maximum of 30 Advanced Diploma credits are allowed)
CII credits per unit J02/J03/J07/J10-J12 - 20 credits
R01/R02 - 20 credits
R03-R05 - 10 credits
J09/R06 - 30 credits
R07 - 15 credits
R08 - 10 credits 
Combination of units at any level allowed Yes
Subject to completion requirements
Exam format

• 2 hours
• Written short answer questions
• Online, 2 hours
• 70 multiple choice questions (MCQs) and 4 case studies, each comprising 5 MCQs
• 2 hours
• Written short answer questions and 2 essay-style questions
• Online, 2 hours
• 60 MCQs and 3 case studies, each comprising 5 MCQs
• Online, 2 hours
• 100 multiple choice questions
• Online, 1 hour
• 50 multiple choice questions
• Non-exam based. 3 written coursework assignments
• 3 hours
• 2 written case studies
• 2 hours
• 55 multiple choice questions and 4 case studies, each comprising 5 MCQs
• 1 hour
•  40 multiple choice questions (MCQs) and 1 case study comprising 5 MCQs

Average study time per unit

J02/J03/J05/J07/J09/J11 - 100 hours
J12/R07 - 70 hours
R06 - 100 hours
J10/R01/R02 - 60 hours
R03-R05, R08 - 50 hours 

Availability of exam sessions (Details shown apply to the UK. Outside of the UK exams are offered twice-yearly)

Twice a year (J02/J03/J05/J07/J11)
Four times a year (R06)
Year-round (R01-R05/R08/J10/J12)
Availability varies from centre to centre, but typically weekly
Assessments can be submitted for marking and re-marking throughout the 12 month enrolment (J09)

Entry requirements? None
Credits available for prior learning? Yes
Record of Achievement issued for each exam pass? Yes
CII/PFS membership designation DipPFS
PFS members are entitled to use on completion