The Chartered Insurance Institute has unveiled details of its advanced diploma in financial planning, which forms the final element in its new exam framework.
The advanced diploma is designed to develop specialist financial planning capabilities by building on the skills and knowledge already acquired through completion of the diploma and certificate qualifications.
It consists of five units:
- Personal tax and trust planning;
- Business financial planning;
- Pension planning;
- Investment planning; and
- Financial planning process (compulsory).
To complete the advanced diploma a candidate needs 290 credits with at least 120 credits from the advanced diploma – the financial planning process unit, which is compulsory for new candidates, and at least three other units - all of which carry 30 credits each.
The case study workbooks and update service and specimen examination guides are now available, and revision courses will run in March and September in preparation for the April and October exam sessions.
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