CII Diploma in Financial Planning
Short course
In Gloucestershire
Description
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Type
Short course
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Location
Gloucestershire
Facilities
Location
Start date
Start date
About this course
There are no formal entry requirements for the Certificate in Financial Planning so it is open to anyone irrespective of age, experience or educational background. Whilst there is no prescribed order in which the units must be taken, it is strongly recommended that studies commence with CF1 and proceed in order, finishing with CF5. This reflects the fact that each unit builds to a certain degree on the others and also that unit CF5 tests your ability to analyse a client’s financial planning needs and provide holistic solutions by drawing on the four other units.
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Course programme
The Diploma in Financial Planning is a further qualification for qualified Financial and Mortgage Advisers that develops advanced technical knowledge and understanding across a broad range of key advisory areas:
- personal taxation
- trusts
- business planning
- pension funding
- pension income
- investment
- supervision in a regulated environment
- financial planning practice
This Level 4 qualification may soon become a requirement for Financial Advisers - find out more about this and syllabus information through the CII's website via the links on the left.
Reed Business School offers intensive residential/non-residential courses for J01, J02, J04, J05 and J06.
With great pass rates, experienced tutors and a study environment that's condusive to first time success, simply download more information in our brochure below or request info through our contact form.
Duration: from 2 days/paper
Modules from: from £300 + VAT/paper
Additional information
from £300 + VAT/paper
CII Diploma in Financial Planning