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Personal Finance Society
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Award in Financial Planning

AWF (15 Certificate credits)

Designed for financial advisers and insurance agents working outside the UK, this single-unit qualification provides a solid grounding in the core financial and life assurance products and offers guidance on what constitutes professional practice, thereby providing a framework for ethical behaviour.

Please note:

  • Award in Financial Planning Enrolments are not available in the UK. Non-UK candidates can enrol online and by phoning Customer Service. You will be prompted to select your chosen international exam centre location and date.
  • To enrol for the Award in Guernsey, Jersey, Isle of Man or the Republic of Ireland please call Customer Service on +44 (0)20 8989 8464.

Membership

Members get access to a range of benefits, including quality CPD and discounts on CII exams.


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Enrolment – 2018–19 edition (applicable to exams sat 01 May 18 to 30 Apr 19)

Members
£90.00
Non-members
£100.00
Enrolment for AWF includes: study text (printed, ebook and printable PDF) with updates, RevisionMate, exam guide and exam entry

Study text
This includes a printed study text, ebook and a printable PDF (ebook and PDF available on RevisionMate, with access granted until 30 Apr 2019 when your enrolment expires) with electronic updates. Updates will be made available for the examination period to which the study text relates (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the study text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

ebook
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.

Printable PDF
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.

It is strongly recommended that you:

• ensure you have sufficient paper/ink/toner before starting to print; and

• print double-sided, if supported by your printer.

RevisionMate
You will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Please note: access is granted until 30 Apr 2019 when this study text enrolment expires.

Support typically includes a study planner, a knowledge check (multiple-choice test) facility covering each chapter, student discussion forum, the latest examination guide and hints and tips on how to pass the exam. Full details will be provided with your study text.

Examination guide
This consists of a specimen examination (with multiple-choice questions), answers and useful hints on how to prepare for the examination.

Exam entry
Exams can be booked at the point of enrolment or at a later date.

 

 


Enrolment for AWF includes: study text (printed, ebook and printable PDF) with updates, RevisionMate, exam guide and exam entry

Study text
This includes a printed study text, ebook and a printable PDF (ebook and PDF available on RevisionMate, with access granted until 30 Apr 2019 when your enrolment expires) with electronic updates. Updates will be made available for the examination period to which the study text relates (further details are included on the title page of the study text).

Developed to assist you in understanding and learning the exam syllabus, the study text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

ebook
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.

Printable PDF
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.

It is strongly recommended that you:

• ensure you have sufficient paper/ink/toner before starting to print; and

• print double-sided, if supported by your printer.

RevisionMate
You will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Please note: access is granted until 30 Apr 2019 when this study text enrolment expires.

Support typically includes a study planner, a knowledge check (multiple-choice test) facility covering each chapter, student discussion forum, the latest examination guide and hints and tips on how to pass the exam. Full details will be provided with your study text.

Examination guide
This consists of a specimen examination (with multiple-choice questions), answers and useful hints on how to prepare for the examination.

Exam entry
Exams can be booked at the point of enrolment or at a later date.

 

 

Redeem exam voucher or book re-sit

Prices displayed apply to those who wish to purchase an exam re-sit. You can also book here if you have a valid exam voucher for which you will not be charged.

Members
£50.00
Non-members
£60.00
Unit AWF exam
 

Study text renewal

Members
£20.00
Non-members
£20.00
Upgrade your study text (printed, ebook and printable PDF) to the next edition

We offer the option for you to extend the life of your enrolment once your course has expired and receive the next edition of the study text together with electronic updates. This option is renewable on an annual basis.

Upgrade your study text (printed, ebook and printable PDF) to the next edition

We offer the option for you to extend the life of your enrolment once your course has expired and receive the next edition of the study text together with electronic updates. This option is renewable on an annual basis.

Introduction

CII qualifications involve the completion of one or more units, each covering an individually assessed topic. Assessment methods vary and depend on a unit's level and subject matter.


Assessment methods include:

  • Multiple-choice exams - the assessment method for Award, Certificate, and financial services 'R0' Diploma units assessed in the UK. Exams are delivered on-screen at a network of over 40 public centres across the UK. Sittings are available year-round, often on a weekly basis.
  • Written exams - the assessment method for some Diploma and Advanced Diploma units and all units examined outside the UK. Sittings are typically available twice-yearly in April and October at over 50 public centres throughout the UK and over 100 public centres outside the UK.
  • Coursework assessment - available for a select number of Advanced Diploma in Insurance units and the financial services unit (J09) Paraplanning, coursework assessment involves the completion of three written assignments during a 12 month period.
  • Mixed assessment - Initially introduced for unit (P92) Insurance business and finance, this has been extended to units (P05) Insurance law, (P80) Underwriting practice, (P81) Insurance broking practice and (P85) Claims practice from April 2015 and and will be extended to all Diploma in Insurance units by April 2018 (unit codes begin with the letter M). This involves the successful completion of both a coursework assignment and a multiple-choice exam. This has an 18 month enrolment period.
  • Dissertation assessment - available for the Advanced Diploma unit 991 London market insurance specialisation. This involves the submission of a dissertation proposal and an 11,000 word dissertation. This has an 18 month enrolment period. This unit should only be taken by those who have access to the necessary information and people in the London Market.

Find out more

It is essential that candidates familiarise themselves with the guidelines and instructions which are shown on the CII website under the relevant units. In addition candidates should familiarise themselves with the coursework and dissertation policies as well as exam policies (before the assessment) and notes to results (after the assessment).

Award in Financial Planning (non-UK) units

AWF
Award in Financial Planning

Learning solutions update

These updates are Learning Solutions updates for study purposes.

2018-19 edition

Pdf icon small AWF 2018-19 edition changes

Other information:

Pdf icon small International current editions

Qualifcation Update

Testing position

  • Examinations are based on the published syllabus. Syllabuses are available free of charge on the CII website www.cii.co.uk or on request.
  • Candidates will be examined on the basis of practice in a non-regulated environment.
  • The AWF examination consists of 75 multiple choice questions (MCQs). 2 hours are allowed for this examination.
  • The general rule is that legislative and industry changes will not be examined earlier than 3 months after they come into effect.
  • Candidates must keep up to date with legislative and industry changes that occur.

Exam guide update

The AWF Examination Guide for exams from 1 May 2016 to 30 April 2017 was first published in May 2016. Any questions which have been amended since the examination guide was first published will appear below.

 

Assessment information

It is important that candidates entering for a CII assessment familiarise themselves with our service, in particular the rules and procedures that are in place.