CII Courses (Chartered Insurance Institute) ..

Certificate in Financial Planning.

The Certificate in Financial Planning is ideal for those intending to become financial advisers or who work in a related administrative or technical support role. It develops an understanding of the sector, reflecting the priorities of the Financial Services Authority (FSA) and the Financial Services Skills Council (FSSC) and satisfying their requirements with regard to ‘appropriate’ qualifications for financial advisers.

Units for Certificate in Financial Planning

CF1 UK Financial Services, Regulation and Ethics.CF2 Investment and Risk.
CF3 Financial Protection.
CF4 Retirement Planning. CF5 Integrated Financial Planning.

By completing the Certificate you will gain a solid grounding in the financial services market in general and financial planning advice in particular. The qualification will develop your knowledge and understanding of:

Regulatory issues;
The mechanics and purpose of the main investment products; and
The process of giving advice to clients.

Big and Bold train this course over a 3 week period. Once you are fully CII qualified, Big and Bold can provide you with career advice and if required introductions to organisations who have career opportunities available.

Our training courses take place at one of our local training centres.
The course times are 9.30am to 4.30pm Monday to Friday.

Please Note; Our courses are full study courses not just a revision course. NO pre-study required!