Structured preparation for the CISI Level 6 Certificate in Advanced Financial Planning, covering all ten current learning outcomes and the three-section written assessment.
Course syllabus information reviewed for 2026. Always check the awarding body’s latest official syllabus and candidate updates before booking or sitting your exam.
Advanced Financial Planning is the Level 6 examination stage in the UK CISI Certified Financial Planner pathway. It builds on an RDR-compliant qualification for FCA Activities 4 and 6 and precedes the separate Level 7 Financial Plan Case Study.
This course page follows the latest official syllabus structure reviewed for 2026. It covers ten learning outcomes spanning the complete client-planning process: financial-planning principles and management, tax, trusts, investments, insurance, retirement, estate planning and business financial planning.
The official assessment is a three-hour, 100-mark written examination. Section A contributes 40% through compulsory short answers across the whole syllabus; Section B contributes 20% through compulsory applied questions; and Section C contributes 40% through one compulsory structured case-study question. The learning and written-practice bank is currently being completed, and purchasers see the current two-hour update notice while that work finishes.
| Assessment | Three-hour narrative written examination: compulsory short answers, applied analysis and one structured case-study question |
| Duration | 180 Minutes |
| Level | CISI Level 6 |
| Total Qualification Time | 200 hours |
Prepare different answer structures for short-answer, applied-analysis and compulsory case-study work.
Connect all ten official outcomes instead of revising tax, investment, protection and estate issues in isolation.
Understand how the Level 6 examination builds on RDR knowledge and leads towards the separate Level 7 Financial Plan Case Study.
Prospective client relationships, information analysis, recommendation development, implementation, reviews and the effect of financial technology.
The trusted-adviser role, external drivers, law and ethics, regulatory requirements, risk profiling, time value of money and client behaviour.
Net-worth and cash-flow statements, budgets, competing demands, emergency funds and financing alternatives.
Current and future tax liabilities, client account structures, tax-planning strategies, financial impacts and implementation priorities.
Trust purpose and law, deeds, trustees, registration, trust types, taxation and applications in financial planning.
Portfolio theory, CAPM, allocation, behavioural bias, real returns, investment vehicles, policy statements, ESG, climate and digital assets.
Risk-management strategies, mortality and morbidity exposures, existing insurance adequacy, priorities and the effects of changing cover.
Capital and income needs, projections and assumptions, objectives and trade-offs, pension transfers and consolidation, and decumulation strategies.
Death taxes and costs, projected estate values, liquidity, planning strategies, wills and powers, probate, gifting and alternative vehicles.
Business forms and law, taxation and accounts, ownership rights, protection, benefits, retirement, sale, succession and valuation.
Preparation centre
Use these connected guides for the syllabus, exam format, booking and revision strategy.
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.
No. For UK regulated activities, the firm must map the role to the FCA Training and Competence sourcebook and its appropriate-qualification tables. A CISI course title alone does not establish authorisation for every activity. Confirm the requirement with the employer and regulator before booking.
Use the official CISI booking flow to check remote-invigilation or test-centre availability for CISI Certificate in Advanced Financial Planning. Confirm the current workbook edition and read Candidate Updates before booking.
Exams Academy checkout is displayed in US dollars and the card provider converts it to GBP. The official CISI exam and required workbook are booked and paid for separately at the current CISI price.
🇬🇧 Local market guide
Review how CISI Certificate in Advanced Financial Planning connects to regulation, qualification pathways, booking, currency and careers in the United Kingdom before paying the official exam fee.
For UK regulated activities, the firm must map the role to the FCA Training and Competence sourcebook and its appropriate-qualification tables. A CISI course title alone does not establish authorisation for every activity.
Financial Conduct AuthorityUse the official CISI booking flow to check remote-invigilation or test-centre availability for CISI Certificate in Advanced Financial Planning. Confirm the current workbook edition and read Candidate Updates before booking.
Find a CISI test centreICWIM knowledge is relevant to international private banking, client services, wealth operations and entry-level investment-support roles. Regulated UK advice roles may require a different or higher-level qualification.
Exams Academy checkout is displayed in US dollars and the card provider converts it to GBP. The official CISI exam and required workbook are booked and paid for separately at the current CISI price.
Market-specific reading
Review the official format, syllabus and study plan.
Compare ICWIM's international foundation with a UK role-focused progression route.
Explore UK-specific wealth-management context beyond the global ICWIM syllabus.
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