To achieve the Advanced Diploma, you need to accumulate 290 CII credits. If you hold the Level 4 Regulated Diploma, you have earned 100 credits and therefore have a 190 credit shortfall. I won’t go into detail here, but you will need a minimum 4 Advanced Diploma modules which total 120 credits, plus gap-fill from the Diploma level modules. If you hold the more retro CII Diploma in Financial Planning, or any other financial planning qualifications, it would be worth asking the CII for a learning statement to enable you to calculate your shortfall.

In our short video we will talk you through the why, when, where and how to plan your route to Chartered:

If you have any questions or you would like to join us for the October 2019 exam session then why not give us a call and let us make learning tough subjects easier and more achievable for everyone.