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This is a Level 7 qualification, making it slightly higher than chartered status, which is Level 6. , Focus on chapters 5, 6, 7 and 8 of the CII R01 study text. At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts. This examination assesses a knowledge and understanding of investment products and the risks involved. On satisfaction of the gap fill requirements they will have obtained a Statement of Professional Standing from an FCA Accredited Body. There are three levels of professional qualification offered by the CII, which is the world's largest professional body for insurance and financial services Certificate, Diploma and Advanced Diploma. This is perhaps why many of the large nationals with academies (Quilter for example) choose to put their trainees through the LIBF route, most likely in order to get them qualified (and writing business) in as short a time as possible. These range from Key fact booklets and Question packs, to Learn online tutorials. Chartered Insurance Institute (CII) Here you can find out more about any CII qualifications that your financial adviser may have, such as: G60 (Pensions) MAQ (Mortgages) Chartered Financial Planner (following on from the APFS qualification) Always ask to see your financial adviser's qualifications, including any certificates. CII qualifications 'no use' in international financial planning Getting started is easy, fast and free. Which enzyme is used for branching of glycogen? Recognised and sought after around the world, they demonstrate to employers, peers and clients that you are committed to self-development and the raising of standards. "There's adenine larger shift globally in giving financial advice and being one financial planner. This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning. Email: customer.serv@cii.co.uk. Units treated as equivalent Completion requirements Core units The Certificate comprises one core unit and two option units from the CII insurance qualifications framework, providing a minimum total of 40 credits on successful completion. Nick has been writing professionally on money and business topics for over 15 years, and has previously written for leading accountancy firms PKF and BDO. By using this website you are consenting to the use of cookies. On satisfaction of the gap fill requirements they will have obtained a Statement of Professional Standing from an FCA Accredited Body. All rights reserved.