CISI
Level 4
QN: 600/7006/7
Curriculum Active
CISI Level 4 Certificate in Paraplanning
Official qualification regulated by Ofqual, awarded by CISI. Classified as a Vocationally-Related Qualification. Total guided learning hours: 229 hours.
Qualification Level
Level 4
Awarding Body
CISI
Syllabus Units
6 Units
Guided Hours
229 hrs
Instant access to interactive lessons, quizzes, and spaced revision.
Course Syllabus & Study Modules
Complete breakdown of verified curriculum topics and learning objectives.
1
Financial Planning & Advice
Verified
Key Learning Objectives:
- Understand the key areas of Financial Protection.
- Understand the key areas of Retirement Planning.
- Understand the core concepts and application of Financial Planning.
2
Investment, Risk and Taxation
Verified
Key Learning Objectives:
- Understand the characteristics, risks and return of asset classes and their correlation
- Understand the macro-economic environment, its trends and impact on the economy and asset classes
- Understand the principles of investment risk and return and related models of investment theory
- Understand the UK tax system as it applies to private individuals, trusts and charities
- Understand the main types, characteristics, tax treatment, inherent risks and behaviors of investment products
- Understand the principles and theory of asset allocation and portfolio construction
- Understand the rules, process and responsibilities of giving financial advice
- Understand portfolio performance review and the performance of investments
3
Personal Taxation
Verified
Key Learning Objectives:
- Demonstrate an understanding of the UK tax system as relevant to the needs and circumstances of individuals and trusts
- Demonstrate an ability to analyse the taxation of investments as relevant to the needs and circumstances of individuals and trusts
- Demonstrate an ability to analyse the role and relevance of tax in the financial affairs of individuals and trusts
- Demonstrate the ability to apply the knowledge of personal taxation to the provision of investment advice
4
Principles of Financial Planning
Verified
Key Learning Objectives:
- Demonstrate an understanding of savings and investments, both single premium and regular premium solutions, and their tax treatment and application in the Financial Planning process
- Demonstrate an understanding of, and the ability to analyse, protection solutions, their tax treatment and application in the Financial Planning process
- Demonstrate an understanding of, and the ability to analyse, retirement solutions and their tax treatment and application in the Financial Planning process
- Demonstrate an understanding of estate planning and its application in the Financial Planning process
- Demonstrate an understanding of, and the ability to apply, Financial Planning fundamentals
- Demonstrate an understanding of ethics and Codes of Practice and their application in the Financial Planning process
- Demonstrate an understanding of risk and its application in the Financial Planning process
- Demonstrate an understanding of assets and liabilities and their application in the Financial Planning process
- Demonstrate an understanding of income and expenditure and their application in the Financial Planning process
- Demonstrate an understanding of how to apply the six steps of Financial Planning
- Demonstrate an understanding of assumptions and their application in the Financial Planning process
- Demonstrate an understanding of research and its application in Financial Planning process
- Demonstrate an understanding of asset allocation and its application in the Financial Planning process
- Demonstrate an understanding of the principles and application of cashflow forecasting
- Demonstrate an understanding of the required documentation and processes to implement Financial Planning recommendations
- Demonstrate an understanding of client reviews and their application in the Financial Planning process
5
Taxation in the UK for individuals & Trusts
Verified
Key Learning Objectives:
- Understand the UK tax system as it applies to private individuals and trusts
- Understand the tax treatment of investment products
- Understand the key principles of tax planning and advice
Regulatory & Verification Details
- Qualification Number (QN)
- 600/7006/7
- Regulated Status
- Available to learners
- Awarding Body
- CISI
- Qualification Type
- Vocationally-Related Qualification
- Operational Start
- Nov 2012