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Award in Financial Planning (non-UK) (AWF)

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  4. Award in Financial Planning (non-UK) (AWF)

The default Enrolment option for this unit includes:

(1) 12-month access to the latest study material, in digital format only, delivered on RevisionMate.

(2) Assessment entry – this includes an exam voucher that is valid for 18 months.

Access to digital study material as part of your Enrolment

You will have access to your digital study material on RevisionMate for 12 months from the date of purchase. If a new edition of the study material is released during this period, you will automatically receive access to the material on RevisionMate and will be notified via email.

Study material currently available on RevisionMate

2025–26 edition (applicable to exams sat 01 May 2025 to 30 April 2026)

A new edition of the study text is usually available in March every year.

Course delivery via RevisionMate

Instructions on accessing your course on RevisionMate will be sent to your registered email address. This is typically within two working days of your order being placed, but may be longer, particularly if payment is made by bank transfer.

Printed study text

If you have chosen the ‘Digital and print’ option when purchasing your Enrolment, you will receive the latest edition of the printed study text (2025–26).

The default Enrolment option for this unit includes:

(1) 12-month access to the latest study material, in digital format only, delivered on RevisionMate.

(2) Assessment entry – this includes an exam voucher that is valid for 18 months.

Access to digital study material as part of your Enrolment

You will have access to your digital study material on RevisionMate for 12 months from the date of purchase. If a new edition of the study material is released during this period, you will automatically receive access to the material on RevisionMate and will be notified via email.

Study material currently available on RevisionMate

2025–26 edition (applicable to exams sat 01 May 2025 to 30 April 2026)

A new edition of the study text is usually available in March every year.

Course delivery via RevisionMate

Instructions on accessing your course on RevisionMate will be sent to your registered email address. This is typically within two working days of your order being placed, but may be longer, particularly if payment is made by bank transfer.

Printed study text

If you have chosen the ‘Digital and print’ option when purchasing your Enrolment, you will receive the latest edition of the printed study text (2025–26).

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 Award meets 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.

With over 6,500 holders to date across 80 countries, the Award in Financial Planning provides a professional benchmark for the sector.

Building a successful career in personal finance

The Award is particularly suitable for:

  • Non-UK Financial Advisers and Insurance Agents working outside the UK
  • Non-UK Financial Advisers needing to satisfy the minimum operating standards set by a local regulator 

 This single unit award may also count towards the Certificate in Insurance and Financial Services (non-UK).

Learning outcomes

At the end of this unit, candidates will be able to demonstrate knowledge and understanding of:

  • The client’s needs
  • The fact-finding process
  • Good practice
  • Protection products
  • Savings and investment products
  • Pension products

Assessment

  • 2 hour exam
  • 75 multiple choice questions
  • The standard pass mark is 70% (for more information on standard pass marks please see here)
  • The 2024 pass rate for this unit was 61.4%

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Information
Overview 
  • RQF Level N/A
  • 60 Study Hours
  • 15 CII Credits
  • Multiple Choice Question Exam
Useful links 
Information
Unit updates 
Information
Overview 
  • RQF Level N/A
  • 60 Study Hours
  • 15 CII Credits
  • Multiple Choice Question Exam
Useful links 
Information
Unit updates 

We are a professional body dedicated to building public trust in the insurance and financial planning profession.

Find out more

Chartered Insurance Institute
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London, EC3M 3BY
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Mon to Fri: 9am – 5pm (GMT)

Tel: +44 (0)20 8989 8464
Email: customer.serv@cii.co.uk

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