Chartered Insurance Institute · RQF Level 6
CII Level 6 Advanced Diploma in Financial Planning
You don’t just earn this. You learn to use it, one-to-one, on your own real work.
- LevelRQF Level 6
- Total credits60
- Guided learning402 hours
- Units in this qualification8
Awarded by Chartered Insurance Institute · on the Ofqual register
Start here
See how this course maps onto your role
Ten quick questions, one per Future Fluency, asked against this qualification rather than a generic one.
About 5 minutes · No card · Nothing to commit to
What you’ll learn
What each unit actually teaches you to do
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, and every one you earn is yours to keep.
Business financial planningReal 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 processReal 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 planningReal 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 planningReal 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 transfersReal 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 planningReal 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 planningReal 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 supervisionReal 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 honest bit
You’ve started things before
Most courses were built for a room full of people who aren’t you. A cohort moves on whether or not your week allowed it, and by the third week the thing you’re behind on becomes the reason you stop opening it.
There’s no cohort here, and no timetable to fall behind. Before anything starts, Zavmo asks when you’re sharpest and how long you can realistically sit down for, then builds the sessions around those answers. A bad fortnight changes your pace. It doesn’t put you behind.
And you only pay once you start learning. Searching and planning are free, and you can cancel any time — so the cost of finding out is an afternoon, not a year.
Your passport
Every credit is a stamp you keep
Level 6 credits are regulated. 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’ve earned and what’s next.
Each stamp is a real unit registered against this qualification.
Who’d teach you this
The Evidence Evaluator
Assessor
Helps you show what you can actually do, gathering the evidence that proves it as you learn.
Meet all twelve tutorsWhere this connects
Where these credits take you
A qualification is never a dead end here. See the jobs its credits open, the national occupational standards its units map to, and the future skills they quietly build.
Where this can lead
Senior Retirement Planning Advisor
Your journey as a Senior Retirement Planning Advisor is just one step on a path with many exciting possibilities. Whether you aspire to lead teams, become a top-tier specialist, or even shape the future of our firm at an executive level, we're committed to supporting your growth and development every step of the way. Your career here is what you make it.
See the whole journey →Showing 6 roles, drawn from 20 job records mapped to this qualification.
Skills it covers
What the job actually needs. These are the standards the units are built against, in the words employers and awarding bodies already use for the work itself.
How you’ll actually learn this
One-to-one, on your own real work
A qualification is usually something done to you: sit the class, sit the exam, hope it sticks. Here it’s the opposite. You learn it one-to-one with a companion, on your own real work, and you keep going until you can use it, not just recall it.
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.
- Remember
- Understand
- Apply
- Analyse
- Evaluate
- Create
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.
One to one, not one to many
No two people run this the same way
A course is written once and handed to everyone. This is assembled around you, and keeps changing as it learns you. Five things it reads, and what each one changes.
- Your actual work Every unit is taught against a live piece of your own work, not a worked example from a textbook.
- What you already know The first conversation finds your starting point, so you skip what you can already do and spend the time on what you cannot.
- The conditions you learn under Not a learning-styles quiz. The evidence does not support those. The dimensions the research does back, read once and used to shape the plan.
- How far you got last time It picks up mid-thought. The tutor knows what you said, what you struggled with, and what it asked you to try.
- Which tutor suits the moment Twelve of them, each for a different kind of thinking. The one who walks you through a first idea is not the one who stress-tests it.
See how you learn, free. Eight questions, no sign-up. A directional taster; the diagnostic inside Zavmo goes deeper and keeps adapting.
Why it sticks
Most courses stop at remembering
There’s a well-known ladder of how deeply you learn something, called Bloom’s Taxonomy. Most courses get you up the first two rungs: you remember some facts, you pass a test, you forget it. Real skill lives at the top. Judging, deciding, creating. And this isn’t a generic ladder: every rung has a named Zavmo tutor who walks you up it.
- 6CreateThe Creative Catalyst
- 5EvaluateThe Evidence Evaluator
- 4AnalyseThe Analyst
- 3ApplyThe Coach
- 2UnderstandThe Connector
- 1RememberThe Builder
Where most courses leave you Where Zavmo takes you
The value
Why the companion is worth £70 a month
You’re not paying for the units. They’re regulated, and the same wherever you earn them. You’re paying for the one thing that decides whether you actually get there: a companion that makes them stick, on your real work.
That is one-to-one on this qualification, every day, on the work you already do, for £70 a month. Your first module is free, so you can see the teaching before you pay for any of it. Billed monthly, cancel any time and billing stops.
Earned on your own work, taught to the top.
Everything you just read, learned one-to-one on the job you already do. Your first module is free, so you can see the teaching before you pay for any of it.
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.