Chartered Insurance Institute (CII)

SCQF level 9 Practical Investment Planning graduates are eligible to apply for 15 CII Advanced Diploma-level non unit-specific credits towards CII financial planning qualifications.

This means you can use PIP towards your CII Level 6 Advanced Diploma in Financial Planning, which can lead to eligibility for Chartered Financial Planner status.

This is confirmed on the CII website in the Exemptions Search here:  Your eligibility and apply | Chartered Insurance Institute (CII) 

You should consult the CII website to familiarise yourself with the CII Recognition of Prior Learning scheme and  qualifications before making your application. You will need to provide your PFE Practical Investment Planning graduation certificate and results transcript to evidence completing the qualification and will need to have them certified as true copies of the originals by a current CII or Personal Finance Society member, solicitor, or public notary.

Practical Financial Exams Limited can certify your graduation certificate and results transcript. There is an administration fee of £25 for this service. If you require this, please e-mail contact@practicalfinancialexams.co.uk.

Full details, including the current scheme rules, application process, frequently asked questions, the application form and CII qualifications are accessible at: www.cii.co.uk/prior-learning and  www.cii.co.uk/qualifications

SCQF Level 9 Practical Investment Planning is formally recognised by LIBF as an eligible Specialist Unit for its Advanced Diploma in Financial Advice (Adv DipFA®).

Leading to eligibility for Chartered ALIBF status, the Adv DipFA® is one of the most respected RQF Level 6 UK Financial Planning qualifications.

To complete the Adv DipFA®, candidates need to complete four units as follows:

• Taxation, Trusts and Tax Compliance (TTTC)
• Managing Investments (MANI)
• Either Pension Transfers (PETR) OR Financial Planning in Retirement (FPIR)
• Specialist Unit

The Specialist unit can be the Practical Investment Planning qualification.

To use PIP towards the Adv DipFA®, you need to complete the LIBF’s Recognition of Prior Learning form and e-mail it to enquiries@libf.ac.uk.

The LIBF’s Recognition of Prior Learning Policy can be accessed here.