Advanced Financial Planning Diploma
Prepare for the CISI Advanced Financial Planning Diploma, which builds advanced planning knowledge and applies it through a Level 7 financial plan case study.
Learning Objectives
5 objectivesApply the financial planning process to a client, from analysing their information to presenting, implementing and reviewing recommendations.
Assess a client's financial management, tax position and investment portfolio, and recommend improvements.
Plan for personal risk and insurance, retirement income and the transfer of wealth, including the use of wills and trusts.
Prepare a complete written financial plan for a realistic client case study.
Show the integrity and ethical judgement expected of a financial planner.
Programme Outline
2 topicsLevel 7 Financial Plan Case Study
A written plan for a case study client, prepared over a fixed period and assessed on financial management, tax, assets, risk, retirement, estates and applied planning.
IntegrityMatters
An online test of six workplace dilemmas, in which each choice shows how ethical judgement holds up in practice.
Recommended before enrolling
We suggest completing the following first:
Hands-On Resources
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