Designed for financial advisers and insurance agents working outside the UK, the Award provides a solid grounding in the core financial and life assurance products. It offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.
With over 6,500 holders to date across 80 countries, the Award in Financial Planning provides a professional benchmark for the sector.
The Award is suitable for anyone working outside the UK in the insurance and financial services sector, irrespective of educational background or experience.
In a growing number of territories, the Awards meet the regulatory qualification requirements relevant to advisers. In other non-regulated environments, they regularly provide a development pathway where no local educational or professional provision is available.
The Award is particularly suitable for:
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 Award.
Find out more about recognition of prior learning
Award level 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.
Sit your exam from home with remote invigilation. Recreating a formal exam centre, remote invigilation connects you to a proctor who will live invigilate your exam, providing your result immediately. There is an additional fee of £25 to sit your exam by remote invigilation. However, before choosing to sit your exam by remote invigilation you must check that your equipment is suitable. Important: Scroll down the equipment test page, fill out the form to connect to a live technician and ask for a full system check. Further information can be found on the remote invigilation page.
Qualification units are delivered through purchasing an Enrolment, equipping you with the essential materials to support core learning. For a single fee, an Enrolment typically includes: study text, assessment and access to RevisionMate, our online study tool.
We also offer additional revision aids through purchasing Enrolment plus for most key units. These range from Key fact booklets and Question packs, to Learn online tutorials.