CII APFS — CII Advanced Diploma in Financial Planning (Chartered Financial Planner)
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Attempted 2026-09-25. Organization/homepage confirmed active. UNVERIFIABLE today — needs a human to browse thepfs.org/learning/qualifications/ directly.
- Issuer
- Chartered Insurance Institute (CII / PFS)
- Industry
- Finance & Accounting
- Domain
- Wealth Management & Financial Planning
- Level
- Expert
- Exam fee
- GBP per-unit exam fees
Prerequisites & eligibility
Requires holding: CII DipPFS.
Experience: Chartered status requires the Advanced Diploma plus 5 years of relevant experience
Renewal & maintenance
Valid for 1 year, 35 hours credits per cycle. Renew by cpd.
35 hours CPD a year and chartered-status declaration
Recognition
Leads to Chartered Financial Planner status in the UK
Related certifications
- CPWA Certified Private Wealth Advisor
- IWI CIMA Certified Investment Management Analyst (CIMA)
- PFS Personal Financial Specialist
Career paths that include CII APFS
- Wealth Manager / Financial Planner — Advanced phase