Which financial planning exams have the highest pass rates?

Professional Adviser explores data from the CII / PFS, CISI, and LIBF

Isabel Baxter
clock • 6 min read

What were the best exam pass rates last year and how do they stack up to years past? PA reached out to qualifications bodies to find out…

Professional Adviser reached out to the Chartered Institute for Securities and Investments (CISI), Chartered Insurance Institute (CII), and London Institute of Banking & Finance (LIBF) to gather data on the most-passed adviser exams from 2019-2023. For the CII, its best set of results for its Level 4 Diploma in 2023 was the RO5 with a pass rate of 76.6% and for its Level 6 Advanced Diploma was the AF5 exam at 78.27%. Meanwhile for the CISI, its 2023 pass rates were the highest for its Level 4 Diploma at 67%. For its Level 6 Pension Transfer & Planning Advice certificate, the number...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read
CISI welcomes 76 Certified financial planners

CISI welcomes 76 Certified financial planners

Number of UK CFP professionals continues to rise

Sophia Panayi
clock 24 March 2026 • 1 min read
'Nobody is big enough not to be bought'

'Nobody is big enough not to be bought'

Roderic Rennison on the future of deals in the advice industry

Isabel Baxter
clock 20 March 2026 • 1 min read