The Chartered Insurance Institute has unveiled its Advanced Diploma in Financial Planning which forms the final part of its new financial planning exam framework.
The CII says the diploma is designed to develop specialist financial planning capabilities and provide the gateway to Chartered Financial Planner status.
It is made up of five units – personal tax and trust planning, business financial planning, pension planning, investment planning and financial planning process.
CII deputy director general Bob Bullivant says: “The introduction of the advanced diploma completes the redesign of the advanced financial planning qualification. We now have a modular qualification where knowledge and expertise is built up over a course of study which is taken according to an individual’s development need.
The new advanced diploma places significant emphasis on financial planning s kills and is the premier qualification of its type in the world today. As with the AFPC it always has to be earned – CII has never grandfathered individuals into this qualification – and that makes it unique.”