Why take The Practice of Financial Planning Assessment?
The Professional Assessments recognise that experienced planners are often at client and/or business capacity and require a flexible, remote route to extend their learning.
The two units which form the Professional Assessment will cement your understanding of the essentials of financial planning, such as establishing client relationships, financial
management, financial plan analysis, tax planning and client portfolios.
In combination with the CII Advanced Diploma in Financial Planning, the Professional Assessment provides an exemption from the CISI’s Level 6 Advanced Financial Planning examination and enables direct access to the goals-based learning journey of
the CERTIFIED FINANCIAL PLANNER™ certification – the financial plan.