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Award in Investment Planning (non-UK)

Specialist investment knowledge for the global market place

Designed to help experienced advisers outside the UK develop and demonstrate their knowledge of investment products. The Award offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.

Those with a prior understanding of financial advice principles and products, gained in the workplace or by completing the Award in Financial Planning or Award in Bancassurance may wish to enter for this Award. 

  • The Award is open to anybody working in the insurance and financial services sector, irrespective of educational background. It does however require you to have a good understanding of financial advice principles and products.
  • It's particularly suited to experienced non-UK financial advisers and insurance agents advising on, or aspiring to advise on, investment planning. These individuals will usually hold one or more other CII Award level qualifications.

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.

Find out more about assessments, including policies and exam centres

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.

Completion requirements

Core units

The Award comprises one core unit, providing 10 credits on successful completion.

Unit
Credits
Level
 
AWP
Award in Investment Planning
Credits : 10
Level : 2