UK

Chartered Institute for Securities & Investment · RQF Level 6

CISI Level 6 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 credits70
  • Guided learning274 hours
  • Units in this qualification6

Awarded by Chartered Institute for Securities & Investment · on the Ofqual register

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Ten quick questions, one per Future Fluency, asked against this qualification rather than a generic one.

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What you’ll learn

What each unit actually teaches you to do

These are the units Chartered Institute for Securities & Investment 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.

Asset ManagementReal unit · Chartered Institute for Securities & Investment

What you'll be able to do

  • Demonstrate the ability to analyse and evaluate existing and desired portfolio provision
  • Demonstrate the ability to analyse risk
  • Demonstrate the ability to develop and evaluate asset management strategies
  • Demonstrate the ability to develop asset management solutions which meet client objectives and are technically accurate
Estate PlanningReal unit · Chartered Institute for Securities & Investment

What you'll be able to do

  • Demonstrate the ability to analyse and evaluate estate planning issues
  • Demonstrate the ability to develop and evaluate estate planning strategies
  • Demonstrate the ability to produce effective recommendations that meet the client’s needs and objectives and are technically accurate
Financial Management and Tax PlanningReal unit · Chartered Institute for Securities & Investment

What you'll be able to do

  • Demonstrate the ability to analyse and evaluate financial information
  • Demonstrate the ability to prepare a net worth statement
  • Demonstrate the ability to prepare an income and expenditure analysis
  • Demonstrate the ability to evaluate the client’s tax position and liabilities
  • Demonstrate the ability to develop and evaluate financial management strategies
  • Demonstrate the ability to develop and evaluate tax planning strategies
  • Demonstrate the ability to produce effective recommendations which meet client objectives and are technically accurate
Financial Planning PracticeReal unit · Chartered Institute for Securities & Investment

What you'll be able to do

  • Demonstrate the ability to analyse and critically evaluate Financial Planning information
  • Demonstrate the ability to develop and use assumptions in the Financial Planning process
  • Demonstrate the ability to produce comprehensive recommendations which meet client objectives and are technically accurate
  • Demonstrate the ability to write a clear, concise Financial Plan which meets a client’s objectives and is technically accurate
  • Demonstrate the ability to understand the review process
Personal Risk ManagementReal unit · Chartered Institute for Securities & Investment

What you'll be able to do

  • Demonstrate the ability to analyse and evaluate risk and personal risk management issues
  • Demonstrate the ability to develop and evaluate personal risk management strategies
  • Demonstrate the ability to prepare effective recommendations which meet client objectives and are technically accurate
Retirement PlanningReal unit · Chartered Institute for Securities & Investment

What you'll be able to do

  • Demonstrate the ability to analyse and evaluate retirement planning issues
  • Demonstrate the ability to develop and evaluate retirement planning strategies
  • Demonstrate the ability to produce effective recommendations that meet the client’s needs and objectives and are technically accurate

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.

Asset ManagementEstate PlanningFinancial Management and Tax PlanningFinancial Planning PracticePersonal Risk ManagementRetirement Planning

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 tutors

Where 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.

See Your Progress GrowIllustration
CISI Level 6 Diploma in Financial Planning
  • Analyse and interpret individual or corporate client investment objectives
  • Assist with the implementation of the financial strategy as agreed with the client
  • Carry out research to inform the development of the financial strategy for the client
  • Develop awareness of the tax environment within which specific investments and investors operate
  • Propose financial solutions for the client
  • Provide research and analysis of alternative investments support for portfolio management activities
This is your Mind Palace on learn.zavmo.ai. Every skill above comes from this role's own record, not an example borrowed from another job. A node lights up when you evidence it, and what you build stays yours between jobs. That is the part a course cannot do.

Where this can lead

Senior Estate Planning Specialist

Your journey here is what you make it. We provide the framework, the clients, and the support, but your ambition and commitment to continuous learning will truly define how far you go. We're excited to see the impact you'll make.

See the whole journey →
Opens the roleSenior Estate Planning SpecialistOne of the jobs this qualification is a route intoSee the role →Opens the roleLead Estate Planning StrategistOne of the jobs this qualification is a route intoSee the role →Opens the roleSenior Financial Planning AssistantOne of the jobs this qualification is a route intoSee the role →Opens the roleAssociate Financial AdvisorOne of the jobs this qualification is a route intoSee the role →Opens the rolePrincipal Wealth StrategistOne of the jobs this qualification is a route intoSee the role →Opens the roleAsset ManagerOne of the jobs this qualification is a route into · 2 near-identical records folded inSee the role →Future FluencyAll ten future skillsSee how every unit is contextualised by the tenExplore →

Showing 6 roles, drawn from 209 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.

Analyse and interpret individual or corporate client investment objectivesAssist with the implementation of the financial strategy as agreed with the clientCarry out research to inform the development of the financial strategy for the clientDevelop awareness of the tax environment within which specific investments and investors operatePropose financial solutions for the clientProvide research and analysis of alternative investments support for portfolio management activities

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.

One-to-one, on your real workNo lectures, no past-papers. Every unit is practised on the actual tasks your job throws at you, a tutor beside you, not a video in front of you.
Taught to the top, not the testMost courses stop at remembering. Your companion keeps climbing: analysing, judging, creating. That’s the part a machine can’t do for you.
Credits you keep, a map that continuesEvery unit is regulated and yours for good. The day you finish, Zavmo already knows the next role your new credits open.
Asset ManagementLevel 6

Applied to your work in any of these jobs

Which job do you mean?
Senior Estate Planning SpecialistLead Estate Planning StrategistSenior Financial Planning AssistantAssociate Financial AdvisorPrincipal Wealth StrategistAsset Manager
How the thinking builds
  1. Remember
  2. Understand
  3. Apply
  4. Analyse
  5. Evaluate
  6. Create
An illustration of a Zavmo lesson, built from this role’s own route. The unit, its objective and every criterion above are the awarding body’s own words, not an example.
Your PlanIllustration

Built for CISI Level 6 Diploma in Financial Planning

6 units in this credential, in the order it lists them, awarded by Chartered Institute for Securities & Investment.

  1. Asset Management
  2. Estate Planning
  3. Financial Management and Tax Planning
  4. Financial Planning Practice
  5. Personal Risk Management
  6. Retirement Planning
These are the real units of this credential, in its own order. Nothing here is marked done, because this plan has not been started by anyone yet. Yours would fill in as you go.

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.

  1. Your actual work Every unit is taught against a live piece of your own work, not a worked example from a textbook.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

  1. 6CreateThe Creative Catalyst
  2. 5EvaluateThe Evidence Evaluator
  3. 4AnalyseThe Analyst
  4. 3ApplyThe Coach
  5. 2UnderstandThe Connector
  6. 1RememberThe Builder

Where most courses leave you Where Zavmo takes you

Why this matters: AI can already remember and understand for you. What it can’t do is take your real problem and judge the right call. So the only learning worth paying for is the learning that takes you to the top. That’s exactly what a tutor doing it with you, on your real work, is for.

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, free

No 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.