The Award in Financial Planning (Hong Kong) is designed to provide knowledge and understanding of the financial planning process within a professional business environment and the core financial and life assurance products suitable to a client’s needs.
This qualification is not regulated. Unregulated qualifications are not Ofqual recognised and will not show on Ofqual’s list of regulated qualifications. However, all qualifications offered by the CII whether regulated or unregulated, are developed and delivered using the same processes, industry experts and standards.
This unit can only be awarded to non-UK residents. This unit is suitable for those at the start of their career or anyone working in financial planning seeking to build their knowledge and understanding of financial planning in Hong Kong through formal study to achieve a professional qualification.
Before starting study, check to see whether any of your previous academic qualifications or assessments from other professional bodies and institutes can be carried towards completion of our qualifications.
For units in this qualification, students have access to the following materials as part of their enrolment:
• Study text (digital only – printable PDF and e-book on RevisionMate) with online updates
• Exam guide containing a practice exam and guidance
• Assessment entry
60 hours per unit (will vary depending on your experience and ability)
The Award in Financial Planning (Hong Kong) comprises of one core unit providing a total of 15 CII credits on successful completion. These credits can be used to support your ongoing professional development, on passing the exam, you will hold one of the three units needed to complete the Certificate in Insurance and Financial Services.