CISI
Level 7
QN: 603/5207/3
Curriculum Active
CISI Level 7 Diploma in Advanced Financial Planning
Official qualification regulated by Ofqual, awarded by CISI. Classified as a Vocationally-Related Qualification.
Qualification Level
Level 7
Awarding Body
CISI
Syllabus Units
2 Units
Guided Hours
Flexible
Instant access to interactive lessons, quizzes, and spaced revision.
Course Syllabus & Study Modules
Complete breakdown of verified curriculum topics and learning objectives.
1
Advanced Financial Planning
Verified
Key Learning Objectives:
- The financial planning processLO2 - Financial planning principlesLO3 - Financial managementLO4 - Tax principles and optimizationLO5 - Investment planning and asset managementLO6 - Risk management and insurance planningLO7 - Retirement planningLO8 - Estate planning and wealth transfer
2
Financial Plan Case Study
Verified
Key Learning Objectives:
- 01 - Financial management02 - Applied tax planning03 - Asset management04 - Personal risk management05 - Retirement planning06 - Estate planning07 - Applied financial planning
Regulatory & Verification Details
- Qualification Number (QN)
- 603/5207/3
- Regulated Status
- Available to learners
- Awarding Body
- CISI
- Qualification Type
- Vocationally-Related Qualification
- Operational Start
- Nov 2019