CISI Advanced Financial Planning Level 6 Exam Preparation
تحضير منظم لشهادة CISI في التخطيط المالي المتقدم من المستوى السادس، وفق أحدث منهج تمت مراجعته لعام 2026 ونواتج التعلم العشرة.
تمت مراجعة معلومات منهج الدورة لعام 2026. يُرجى دائماً التحقق من أحدث منهج رسمي وتحديثات المرشحين لدى الجهة المانحة قبل حجز الامتحان أو التقدم له.
يغطي المسار عملية التخطيط المالي ومبادئه والإدارة المالية والضرائب والصناديق الاستئمانية والاستثمار وإدارة المخاطر والتقاعد والتخطيط للتركات والتخطيط المالي للأعمال. ويتكون الاختبار الكتابي الرسمي من 100 درجة خلال ثلاث ساعات موزعة على ثلاثة أقسام بنسبة 40% و20% و40%.
تفاصيل الامتحان
| نوع التقييم | Three-hour narrative written examination: compulsory short answers, applied analysis and one structured case-study question |
| المدة الزمنية | 180 دقيقة |
| المستوى | المستوى 6 |
| ساعات الدراسة الموصى بها | 200 ساعة |
المزايا الرئيسية
Three-section written-exam method
Prepare different answer structures for short-answer, applied-analysis and compulsory case-study work.
- ✓ Section A retrieval and calculations
- ✓ Section B application and financial analysis
- ✓ Section C critical case-study prioritisation
Integrated client-planning coverage
Connect all ten official outcomes instead of revising tax, investment, protection and estate issues in isolation.
- ✓ Client discovery and objectives
- ✓ Strategy evaluation and recommendation
- ✓ Implementation and ongoing review
Clear CFP pathway positioning
Understand how the Level 6 examination builds on RDR knowledge and leads towards the separate Level 7 Financial Plan Case Study.
- ✓ Level 6 examination stage
- ✓ RDR Activities 4 and 6 entry basis
- ✓ Progression to Level 7 case work
المنهج الدراسي
الوحدة 1: The Financial Planning Process
Prospective client relationships, information analysis, recommendation development, implementation, reviews and the effect of financial technology.
- • Client needs, objectives, vulnerability and scope
- • Quantitative and qualitative information
- • Recommendations, implementation and disclosure
- • Reviews, benchmarks and Fintech
الوحدة 2: Financial Planning Principles
The trusted-adviser role, external drivers, law and ethics, regulatory requirements, risk profiling, time value of money and client behaviour.
- • Planner versus adviser
- • Consumer Duty and vulnerable clients
- • Risk profiling and financial competence
- • Biases, changing circumstances and ESG preferences
الوحدة 3: Financial Management
Net-worth and cash-flow statements, budgets, competing demands, emergency funds and financing alternatives.
- • Net worth and cash flow
- • Budget adequacy
- • Emergency provision
- • Credit and financing choices
الوحدة 4: Tax Principles and Optimisation
Current and future tax liabilities, client account structures, tax-planning strategies, financial impacts and implementation priorities.
- • Taxable assets and liabilities
- • Current, deferred and future tax
- • Onshore and offshore considerations
- • Strategy evaluation and prioritisation
الوحدة 5: Wills, Trusts and their Uses
Trust purpose and law, deeds, trustees, registration, trust types, taxation and applications in financial planning.
- • Trust law and deeds
- • Trustees and registration
- • Lifetime and death trusts
- • Retirement, protection, estate and tax uses
الوحدة 6: Investment Planning / Asset Management
Portfolio theory, CAPM, allocation, behavioural bias, real returns, investment vehicles, policy statements, ESG, climate and digital assets.
- • Modern portfolio theory and CAPM
- • Asset allocation and client cash flows
- • Suitability, SDR and anti-greenwashing
- • Climate and digital-asset risks
الوحدة 7: Risk Management and Insurance Planning
Risk-management strategies, mortality and morbidity exposures, existing insurance adequacy, priorities and the effects of changing cover.
- • Risk-management strategies
- • Mortality and morbidity
- • General insurance and subrogation
- • Coverage priorities and changes
الوحدة 8: Retirement Planning
Capital and income needs, projections and assumptions, objectives and trade-offs, pension transfers and consolidation, and decumulation strategies.
- • Retirement and lifestyle needs
- • Projection assumptions
- • Pension consolidation and transfers
- • Retirement risks and decumulation
الوحدة 9: Estate Planning and Wealth Transfer
Death taxes and costs, projected estate values, liquidity, planning strategies, wills and powers, probate, gifting and alternative vehicles.
- • Taxes, expenses and estate liquidity
- • Wills, LPAs and probate
- • Lifetime and postmortem gifting
- • Planning strategies and constraints
الوحدة 10: Business Financial Planning
Business forms and law, taxation and accounts, ownership rights, protection, benefits, retirement, sale, succession and valuation.
- • Business structures and legislation
- • Tax, accounts and pre-emption
- • Protection and employee benefits
- • Sale, succession and valuation
لمن هذه الدورة؟
الأسئلة الشائعة
It is a three-hour written examination worth 100 marks. Section A is 40% and uses compulsory short-answer questions across the whole syllabus; Section B is 20% and uses one or more compulsory applied questions; Section C is 40% and uses one compulsory structured case-study question.
It is the Level 6 examination stage in the UK pathway towards CISI Certified Financial Planner certification. Eligible candidates progress separately to the Level 7 Financial Plan Case Study after completing the required Level 6 stage.
The current official syllabus states that the unit builds on knowledge gained from an RDR-compliant qualification for FCA Activities 4 and 6. Candidates should check current CISI entry and certification requirements for their route.
Version 7.1 contains ten learning outcomes: the financial-planning process, planning principles, financial management, tax, wills and trusts, investment planning, risk and insurance, retirement, estate planning and business financial planning.
Checkout is open while the latest learning content and written-practice bank are being completed. Purchasers see the current two-hour completion notice on their dashboard.
التحضير لاختبار CISI للتخطيط المالي المتقدم - المستوى السادس
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