Advanced Diploma in Financial Planning

Reaching the heights of financial planning provision

Need to know

The Advanced Diploma in Financial Planning enables professional advisers to develop their specialist planning capabilities, providing clear differentiation from the main body of advisers.

It builds on existing skills and develops knowledge gained through previous study and workplace training. It consolidates and advances work already undertaken, most typically in completing the Diploma in Financial Planning or the first completion level of the AFPC (both of which carry the membership designation DipPFS®).

The Advanced Diploma covers topics key to all financial planners:

• (AF1) Personal tax and trust planning
• (AF2) Business financial planning
• (AF3) Pension planning
• (AF4) Investment planning
• (AF5) Financial planning process

On completion of the Advanced Diploma you will be better prepared to offer a sophisticated and comprehensive approach to financial management, ensuring that you provide your clients with a level of service that meets or exceeds their expectations.
Upon completion of the Advanced Diploma PFS members will also be eligible for Chartered Financial Planner status (subject to having five years’ experience, not necessarily post-qualification).

Chartered status cements your professional standing and gives you parity with other professionals such as accountants and solicitors.

The CII also offers corporate Chartered status to qualifying financial advice firms, further enhancing the visible professionalism of the advice sector. The eligibility criteria for corporate Chartered status includes a specified number of directors holding individual Chartered status in their own right.

As an individual, obtaining Chartered status can therefore deliver many advantages in terms of career and business advancement.

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