Achieving the CII Level 4 Diploma in Financial Planning qualifications with prior learning (Paraplanners)
The following example illustrates a route to the CII Level 4 Diploma in Financial Planning qualifications with prior learning for Paraplanners.
Other routes are available and this example doesn't guarantee that all applications will receive the same prior learning award.
Completing the CII Level 4 Diploma in Financial Planning (Paraplanners)
Michelle is a trainee Paraplanner who recently graduated with a business degree.
She applies for prior learning, which adds to her CII qualification unit passes, enabling her to progress from the CII Level 3 Certificate in Financial Services (General Route) to the Level 4 Certificate in Paraplanning, then the Level 4 Diploma in Financial Planning.
Michelle's (R01) Financial services, regulation and ethics and (LP2) Financial services products and solutions passes, lead to the CII Level 3 Certificate in Securities Advice and Dealing and uses the CertPFS (Securities) designation*.
Michelle's R01, R02, R03 and J09 passes, lead to the CII Level 4 Certificate in Paraplanning and the CertPFS (Paraplanning) designation**.
Prior learning awards for degrees cost 50% of the price of CII qualification units.
DipPFS professional designation
Both these qualification passes, together with the prior learning award, lead to the CII Level 4 Diploma in Financial Planning and DipPFS professional designation.