Pathways to CII personal finance qualifications

The following case studies illustrate routes to a range of CII qualifications including blended pathways containing prior learning from a selection of awarding organisations.

They are not intended to be exhaustive, nor do they guarantee that all prior learning applications will receive the same outcomes.

For financial advisers

1 Pathways without prior learning (direct CII assessment)

• Progressing through CII personal finance qualifications

2 Blended pathways including prior learning

The direct CII assessment case studies above may also help you to plan your route where you have a straightforward prior learning award, eg one or two exemptions and/or sets of non-unit specific credits.

The case studies below are a selection of more complex pathways to CII qualifications

2a Pathways including prior learning for other awarding organisations' level 4 financial adviser qualifications

• Chartered Banker Institute Level 4 (SCQF Level 8) Diploma in Professional Financial Advice
• CFA Society of the UK Level 4 Investment Management Certificate
• CISI Level 4 Investment Advice Diploma
• London Institute of Banking and Finance (Walbrook Institute) Level 4 Diploma for Financial Advisers
• Scottish Qualifications Authority (Calibrand / Caliqual) Level 4 Diploma in Professional Financial Advice

2b Pathways including prior learning for other qualifications

• Business degrees
• London Institute of Banking and Finance (Walbrook Institute) mortgage advice qualifications

2c Alternative pathways via the CII Level 4 Diploma in Financial Planning including prior learning

• Financial adviser route including multiple sets of prior learning

For paraplanners 

Pathways via the CII Level 4 Diploma in Financial Planning including prior learning

• Paraplanner route with prior learning for business degree