The RQF level 4 Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas.
One of the following CII qualifications, or equivalent, must be held to complete the Diploma:
The Diploma comprises unit options from the CII Personal Finance qualifications framework, providing a total of 140 credits on successful completion. There are 37 units to choose from, including the Diploma in Regulated Financial Planning, the Diploma units listed below and the Advanced Diploma units. At least 80 credits must be at Diploma level (J02, J03, J05, J07, J09-J12, R01-R04, R06-R08) and a maximum of 30 credits at Advanced Diploma level.
Any credits already achieved from these units will continue to count towards the completion requirements of the Diploma in Financial Planning and the Advanced Diploma in Financial Planning after the unit’s withdrawal.