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.
The Diploma in Financial Planning is more suitable than the
Diploma in Regulated Financial Planning for those candidates who
hold additional prior learning that counts towards completion
(reducing the number of exams required to complete).
The Diploma in Financial Planning develops core technical
knowledge and understanding across a broad range of key advisory
areas, with over 30 units in total from which to build a study
Modular in structure, with no compulsory units, the Diploma
allows you to develop a learning programme that reflects your
personal circumstances or career aspirations.
Upon completion candidates will be awarded the Diploma in
Financial Planning. PFS members are entitled to use the designation
DipPFS (Continuing Professional Development requirements apply).
You will also be able to use the credits obtained in achieving the
Diploma towards the Advanced Diploma in Financial Planning, leading
to Chartered Financial Planner status.
The Diploma delivers may benefits, these include:
- Year-round entry - plan study around business
- Modular Learning - learn at your own
- Pay-as-you-learn - fees are payable as you
take each unit.
- Multiple-choice testing - providing immediate
notification of results.
- 80 exam centres with year-round testing - take
exams at a convenient time & location.
- Unrivalled study support - widest range of
learning & revision materials.
Your next step
Now that you have read about the Diploma in Financial Planning,
gained an understanding of what it offers and established it is the
appropriate qualification route for you, it is time to finalise
The links at the top of this page contain all the information
you require to study for and complete the Diploma. As you read
through this information, you will learn about the units on offer,
the available learning materials, course and exam entry dates and
deadlines, terms and conditions relating to entry, and the
different ways you can enter.
Please take time to read this, as it will help you choose the
study programme that best fits your needs.
Further useful information:
statement - For details of credits you hold and
confirmation of your personalised completion requirements for the
- FAQs - Our frequently asked questions
relating to studying towards CII qualifications and