CII Diploma in Financial Planning

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The Diploma in Financial Planning is a Level 4 qualification that develops advanced technical knowledge and understanding across a broad range of key advisory areas:

• J01 Personal Taxation
• J02 Trusts
• J03 Business Planning
• J04 Pension Funding
• J05 Pension Income
• J06 Investment
• J07 Supervision in a Regulated Environment
• J08 Financial Planning Practice

Please contact Reed Business School if you wish to discuss and arrange in-house Diploma level training courses.

For advisers who have not commenced their Level 4 qualification, we recommend the Regulated in Financial Planning qulaification route which is RDR Level 4 standards.  Please see details of our public courses.