Advanced Diploma Financial Planning - Training Solutions

Advanced Diploma Financial Planning

The Advanced Diploma in Financial Planning

The Advanced Diploma Financial Planning syllabus is set by and examined by the Chartered Insurance Institute.

The Advanced Diploma in Financial Planning - Points required 290

Is awarded on a points scoring basis. In addition to the credits earned for the Certificate in Financial Planning, and the Diploma in Financial Planning, you can sit examinations in the following:

AF1 - Personal Tax and Trust Planning - 3 hours, case studies. Worth 30 credits.

AF2 - Business Financial Planning - 3 hours, case studies. Worth 30 credits.

AF3 - Pension Planning - 3 hours, case studies. Worth 30 credits.

AF4 - Investment Planning - 3 hours, case studies. Worth 30 credits.

AF5 - Financial Planning Process - Compulsory  Paper - 3 hours, case study, factfind information supplied before examination. Worth 30 credits. 

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