The level 4 Certificate in Paraplanning offers a dedicated qualification route, developing paraplanning skills, expertise and advanced technical knowledge in several key advisory areas.
Read the Certificate in Paraplanning qualification specification »
Who’s it for?
- Senior and mid-level paraplanners looking to further their knowledge
- New industry entrants, graduates or otherwise aspiring to become paraplanners or looking for an entry route into financial planning.
Recognition of prior learning
Before studying, check to see whether any of your previous academic qualifications or credits from other professional bodies and institutes can be carried towards completion of the Certificate.
Find out more about recognition of prior learning >
The Certificate requires completion of four units from the Personal Finance qualifications framework, providing a minimum of 75 credits on successful completion.
Members are entitled to use the designation CertPFS (Paraplanning), subject to membership and Continuing Professional Development (CPD) requirements.
See our key information link to the right of this page for details
Certificate level units (R0 units) are assessed by multiple-choice question exam (MCQ). For online MCQ exams, result notification is immediate on completion. For paper-based MCQ exams, results are released five weeks’ following the exam sitting. Unit J09 is assessed by written coursework assignments.
Find out more about assessments, including policies and exam centres >
Each qualification unit comes with the essential tools to support core learning. For a single fee, study packages typically include: study text, assessment entry and access to RevisionMate, our online study tool.
We also offer additional study materials to support individual learning. These range from key fact booklets and next-edition study texts, to question packs and Learn interactive tutorials.
For full unit availability, click the unit links to the right of this page