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Certificate in Discretionary Investment Management

Qualification
This qualification develops the wealth strategy and portfolio management skills required for effective discretionary investment management.

Award in Investment Planning (non-UK)

Qualification
This new single-unit qualification is designed to help experienced advisers outside the UK develop and demonstrate their knowledge of investment products. It also offers guidance on what constitutes sound professional practice, thereby providing a framework for ethical behaviour. You may...

Award in Investment Planning

Qualification unit
This single-unit qualification is designed to help experienced advisers outside the UK develop and demonstrate their knowledge of investment products. It also offers guidance on what constitutes sound professional practice, thereby providing a framework for ethical behaviour.

Investment and risk

Qualification unit
The objective of this unit is to develop an understanding and knowledge of investment products and the risks involved.

Investment planning

Qualification unit
The objective of this unit is to develop in depth financial planning skills related to investments and the management of investment portfolios.

Investment principles and risk

Qualification unit
The objective of this unit is to develop knowledge and understanding of investment products and the application of the investment advice process.

Diploma in Regulated Financial Planning

Qualification
This benchmark qualification for those advising on retail investment products meets the QCF Level 4 exam standards in full.

Diploma in Financial Planning

Qualification
The Diploma in Financial Planning is a tried-and-tested qualification held by over 25,000 individuals. When completed in combination with appropriate qualification gap fill activity, the Diploma meets the regulatory exam standards for those advising on retail investment products.

Certificate in Insurance and Financial Services (non-UK)

Qualification
For those candidates outside the UK working in financial advice and insurance, or aspiring to work in both, the CII offers a dedicated study pathway which comprises existing Award qualifications and results in the completion of the Certificate in Insurance and Financial Services.

Certificate in Securities Advice and Dealing

Qualification
This new qualification is relevant to anyone seeking to advise on and/or deal in securities, and for those working in a support role  who want to further demonstrate their knowledge of this sector.
 
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