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Important Information: Essential system upgrades will be taking place between 7am and 6pm (BST) on Saturday 30th September 2023. During this time, you will be unable to register as a new customer, place orders for products and services or update your personal profile. Exams booked for this period will be unaffected and can be accessed via your MyCII Dashboard.

Financial planning

Qualifications relevant to the financial planning sector include:

Award in Long Term Care Insurance
The Level 3 Award in Long Term Care Insurance develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities. When held with the Diploma in Financial Planning or the Diploma in Regulated Financial Planning, it meets the FCA’s qualification requirements for advising on long term care products and retirement advice.

Award in Regulated Pension Transfer Advice
The Award in Regulated Pension Transfer Advice provides the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government’s pension reforms. 

Certificate in Paraplanning
The Level 4 Certificate in Paraplanning develops core technical knowledge in a number of key advisory areas, and helps you gain specialist report writing skills that improve your ability to provide sound professional advice.

Diploma in Regulated Financial Planning
The Level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for anyone advising on retail investment products. It helps develop core technical knowledge and financial planning capabilities. 

Diploma in Financial Planning
The RQF level 4 Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas.

Advanced Diploma in Financial Planning
The Level 6 Advanced Diploma in Financial Planning builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management. 

Your membership Society

The Personal Finance Society is the professional body in the UK for the personal finance profession.