CII DipPFS — CII Level 4 Diploma in Regulated Financial Planning
IntermediateActiveEstablished
Attempted 2026-09-25. Organization/homepage confirmed active. UNVERIFIABLE today — needs a human to browse thepfs.org/learning/qualifications/ directly or try the PDF qualifications brochure linked there.
- Issuer
- Chartered Insurance Institute (CII / PFS)
- Industry
- Finance & Accounting
- Domain
- Wealth Management & Financial Planning
- Level
- Intermediate
- Exam fee
- GBP per-unit exam fees
Prerequisites & eligibility
No formal prerequisites are published; anyone can register for the exam.
Renewal & maintenance
Valid for 1 year, 35 hours credits per cycle. Renew by cpd.
UK Statement of Professional Standing: 35 hours CPD a year (21 structured)
Recognition
UK regulator-appropriate qualification for retail investment advisers
Related certifications
- CII APFS CII Advanced Diploma in Financial Planning (Chartered Financial Planner)
- CPWA Certified Private Wealth Advisor
- IWI CIMA Certified Investment Management Analyst (CIMA)
- PFS Personal Financial Specialist
Career paths that include CII DipPFS
- Wealth Manager / Financial Planner — Core phase