Professional Edge Diploma Scheme

Under the proposals for the Retail Distribution Review (RDR), the benchmark qualification for advisers will increase from the current Certificate in Financial Planning (or equivalent) to a qualification which is equivalent to QCA Level 4. In connection with the Chartered Insurance Institute (CII) we have been able to obtain preferential rates for advisers wishing to obtain Diploma status.

How many credits do you need?

To complete the Diploma you must accumulate a minimum of 140 credits. At least 80 credits must be at Diploma level (withdrawn AFPC units these will count towards this requirement). Each Diploma unit provides 20 credits. The remaining 60 credits must come from any of the examinations offered within the CII financial planning qualifications framework. At least one current Diploma unit must be passed.

What Diploma units are there?

J01 – Personal tax
J02 – Trusts
J03 – The tax and legal aspects of business
J04 – Pension funding options
J05 – Pension income options
J06 – Investment principles, markets and environment
J07 – Supervision in a regulated environment

 View the Diploma units in full detail (PDF)

Professional Edge Diploma Scheme

The Professional Edge Diploma Scheme is offering the CII’s Diploma in Financial Planning qualification at preferential rates.

There are two study options available

 

Option 1	Option 2
» Course book	» Exam preparation course book
» Exam entry	» Exam entry
» Ed. Learn module	» Ed. Learn module
» Exam guide	» Exam guide
» RevisionMate	» RevisionMate
	» Key facts booklet*

*The key facts booklet for JO2 and JO3 is not currently available.

View more details about your study options (PDF)

What does it cost?

 

Option	Non member price	Standard PFS member price	Professional Edge Diploma Scheme PFS member package price
Option 1	343.00	282.50	261.00
Option 2	444.00	372.50	346.00*

* Where a key facts booklet is not available the cost of the package will be £331.00.

How do I purchase one of the packages?

In order to access these packages you must be a member of the Personal Finance Society (PFS). If you are not currently a member when you contact the CII you can join the PFS at the same time as you purchase your learning package.

For further information on the Professional Edge Diploma Scheme, and how to purchase your learning package including the benefits of PFS membership, please call the AXA Winterthur helpline on 0208 5300860.

You consent to the CII sharing details of the packages purchased and your examination results with members of the AXA Group of companies within the UK for business analysis.