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Award in Investment Planning (non-UK)

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Specialist investment knowledge for the global market place

Designed to help experienced advisers outside the UK develop and demonstrate their knowledge of investment products. The Award offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.

Those with a prior understanding of financial advice principles and products, gained in the workplace or by completing the Award in Financial Planning or Award in Bancassurance may wish to enter for this Award. 

Who’s it for?
  • The Award is open to anybody working in the insurance and financial services sector, irrespective of educational background. It does however require you to have a good understanding of financial advice principles and products.
  • It's particularly suited to experienced non-UK financial advisers and insurance agents advising on, or aspiring to advise on, investment planning. These individuals will usually hold one or more other CII Award level qualifications.

Before studying, check to see whether any of your previous academic qualifications or credits from other professional bodies and institutes can be carried towards completion of the Award.

Find out more about recognition of prior learning

Award level units are assessed by multiple-choice question exam (MCQ). For online MCQ exams, result notification is immediate on completion. For paper-based MCQ exams, results are released five weeks’ following the exam sitting.

Sit your exam from home with remote invigilation. Recreating a formal exam centre, remote invigilation connects you to a proctor who will live invigilate your exam, providing your result immediately. There is an additional fee of £25 to sit your exam by remote invigilation. However, before choosing to sit your exam by remote invigilation you must check that your equipment is suitable. Important: Scroll down the equipment test page, fill out the form to connect to a live technician and ask for a full system check. Further information can be found on the remote invigilation page.

Find out more about assessments, including policies and exam centres

Qualification units are delivered through purchasing an Enrolment, equipping you with the essential materials to support core learning. For a single fee, an Enrolment typically includes: study text, assessment and access to RevisionMate, our online study tool. 

We also offer additional revision aids through purchasing Enrolment plus for most key units. These range from Key fact booklets and Question packs, to Learn online tutorials.

Useful links
Download the brochure

Completion requirements

Core units

The Award comprises one core unit, providing 10 credits on successful completion.

Unit
Credits
Level
 
AWP
Award in Investment Planning (non-UK)
Credits : 10
Level : N/A
Learn more Learn more

The Personal Finance Society is part of the Chartered Insurance Institute group.

Find out more
Contact us

Personal Finance Society
42-48 High Road 
South Woodford 
London
E18 2JP 

Tel: +44 (0)20 8530 0852
Email: customer.serv@thepfs.org

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