How you’d get this certificate
- Zavmo teaches you. You learn the units one-to-one with an AI tutor, on your own work.
- You register with an approved centre. That is a college, training provider or employer Chartered Insurance Institute has approved to offer this qualification. Zavmo is not an approved centre, so you register with them, not with us.
- The centre assesses, and Chartered Insurance Institute awards. A qualified assessor at the centre judges your evidence, and the certificate comes from Chartered Insurance Institute.
Advanced Diploma in Financial Planning
These are the units Chartered Insurance Institute registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated. Zavmo teaches towards them on your own work, and work done here is recognised as prior learning under the agreements we hold.
Zavmo is not an awarding body, is not an approved centre, and is not affiliated with Chartered Insurance Institute. It does the teaching and the mapping. Chartered Insurance Institute sets this qualification and awards it, and a qualified human assessor makes the assessment decision.
Free first step
Try a free Future Fluency lesson first
The free part is a Future Fluency lesson on using AI at work. It is not part of this qualification. Next, a free account. We build your plan for this qualification as you set up. Teaching towards this qualification begins when you subscribe.
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What each unit actually teaches you to do
Business financial planning Real unit · Chartered Insurance Institute
What you'll be able to do
- Evaluate a wide range of financial planning information
- Advise clients on a variety of complex business planning issues
Financial planning process Real unit · Chartered Insurance Institute
What you'll be able to do
- Apply the financial planning process to a complete client scenario covering holistic requirements on tax issues
- Apply the financial planning process to a complete client scenario covering holistic requirements on pension issues
- Apply the financial planning process to a complete client scenario covering holistic requirements on retirement issues
- Apply the financial planning process to a complete client scenario covering holistic requirements on investment issues
Inclusive financial planning Real unit · Chartered Insurance Institute
What you'll be able to do
- Analyse and critically evaluate the issues and needs affecting the provision of financial advice in a wide range of vulnerable client scenarios
- Evaluate options and provide appropriate financial planning advice for vulnerable clients
- Evaluate existing and propose new supervision and oversight arrangements to ensure delivery of fair outcomes to vulnerable customers
- Develop an engagement strategy that harnesses corporate social responsibility to address the needs of vulnerable clients
Investment planning Real unit · Chartered Insurance Institute
What you'll be able to do
- Evaluate a wide range of financial planning information in order to advise clients on a variety of complex investment planning issues
Pension transfers Real unit · Chartered Insurance Institute
What you'll be able to do
- Explain fundamental aspects of the pension transfer process
- Explain the implications of transferring between different types of pensions
- Advise on pension transfers in a range of client specific circumstances and scenarios
Personal tax and trust planning Real unit · Chartered Insurance Institute
What you'll be able to do
- Evaluate a wide range of financial planning information
- Advise clients on a variety of complex personal taxation issues
- Advise clients on a variety of complex trust issues
Retirement income planning Real unit · Chartered Insurance Institute
What you'll be able to do
- Advise clients on income planning approaching retirement
- Advise clients on income planning during retirement, including later life
Senior management and supervision Real unit · Chartered Insurance Institute
What you'll be able to do
- Apply supervision principles and practices in a retail financial services business
- Evaluate supervision principles and practice
- Evaluate the competency requirements for senior executives
- Evaluate the governance of competence arrangements
- Evaluate the impact of leadership and culture in a regulated environment
The national standards these units are built against
What the job actually needs, in the words employers and awarding bodies already use for the work itself.
- Standard
Assist with the implementation of the financial strategy as agreed with the client
The jobs these credits are mapped to
A qualification is never a dead end here. Each of these is a job record this qualification is a mapped route into.
- 1 record
- 1 record
- 1 record
- 1 record
- 3 records
- 1 record
Showing 6 roles, drawn from 16 job records mapped to this qualification. Near-identical records are folded together, and each row says how many it stands for.
Where this can lead
Senior Retirement Planning Advisor
This role can lead to managing a retirement planning division, moving into a senior wealth management leadership position, or becoming a senior technical advisor to high-net-worth clients.
See the whole journeyThe credits, and who awards them
Level 6 credits are regulated, and they are awarded by Chartered Insurance Institute rather than by Zavmo. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you have covered and what is next.
What you would be collecting
Business financial planningFinancial planning processInclusive financial planningInvestment planningPension transfersPersonal tax and trust planningRetirement income planningSenior management and supervision
Each one is a real unit registered against this qualification.
How you’d practise it
You don’t watch this. You do it.
You are not assessed on remembering this. You are assessed on applying it, analysing it, evaluating it and producing something. So that is what the practice is: projects, role play and your own live cases, with a tutor in the room.
The Navigator · your what-if tutor Illustration - Bring your own plan Create
For “Business financial planning” you bring the plan you are actually working on, not a case study. Zavmo pulls on the assumptions in it until the weak one shows.
- Draft the real one Create
You do “Financial planning process” on a real document of your own. Zavmo works on the draft you have to send anyway, so the coursework and the job are the same piece of work.
- Lead it Apply
“Senior management and supervision” is practised on the team you actually have. You talk through the call you are about to make, and Zavmo makes you say it the way you would say it to them.
How you would learn this
One to one, on the work you already do
A tutor sets the task against your own job and marks the reasoning, at your pace. There is no cohort to fall behind.
A lesson from Business financial planning, one of this qualification's own units.
Applied to your work in any of these jobs
This unit equips learners to advise on complex business financial planning issues by evaluating financial information, assessing product suitability, and recommending strategies. Learners will consider implications of different business structures for financial planning.
- 1 Remember
- 2 Understand
- 3 Apply
- 4 Analyse
- 5 Evaluate
- 6 Create
It is £70 a month, billed monthly. Your free first module is Future Fluency, and you can cancel any time. Teaching towards this qualification begins when you subscribe.
Built for CII Level 6 Advanced Diploma in Financial Planning
8 units in this credential, in the order it lists them, awarded by Chartered Insurance Institute.
- Business financial planning
- Financial planning process
- Inclusive financial planning
- Investment planning
- Pension transfers
- Personal tax and trust planning
and 2 more in the full unit list below.
Free tools
Want a read on where you stand?
Three free tools, no account needed. Each one ends with a role, a level and a way in.
Learned on your own work, taught one-to-one.
Everything you just read, learned one-to-one on the job you already do. Your free first module is Future Fluency, so you can see how the teaching works before you pay for anything.
Build my plan, freeNo card. See how this qualification maps onto your role and meet the tutors who’d teach it, free. The learning begins when you subscribe. It’s £70 a month, billed monthly. Cancel any time and billing stops.
The title, level, credits, guided learning hours and unit learning outcomes on this page are taken from the Ofqual Register of Regulated Qualifications. Contains public sector information licensed under the Open Government Licence v3.0. Where this data comes from.