Advanced Diploma in Financial Planning (2024)

FAQs

What level is advanced Diploma in financial planning? ›

The CII Advanced Diploma in Financial Planning is a RQF Level 6 qualification leading to Chartered Financial Planner status.

Becoming a financial planner often starts with a bachelor's degree in a field like business, finance or accounting. After gaining a background in the field, individuals can look for entry-level jobs at organizations like banks, insurance companies and investment firms.

Equips students with the ability to apply knowledge and advanced conceptual thinking skills to solve financial problems within public and private organisations. Provides students with the ability to aid in investment and financial decisions, including capital budgeting, working capital, and more.

For 50 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

A graduate diploma distinguishes itself by offering a high level of specialisation and/or update in a discipline or knowledge are more concrete than those of master's degrees, usually with a clear professional orientation.

The essential four-year degree is key to unlocking doors at almost every planning firm, and it's also a required item for achieving the most important certification in the field, the Certified Financial Planner (CFP) credential.

Financial advisors in the United States typically make between $50,000 and $110,000 per year, with the average salary being around $75,000. However, this can vary based on experience, location, and the type of advisory services provided.

A financial advisor is worth paying for if they provide help you need, whether because you don't have the time or financial acumen or you simply don't want to deal with your finances. An advisor may be especially valuable if you have complicated finances that would benefit from professional help.

The purpose of the Advanced Diploma in Financial Markets is to develop the student's knowledge of the discipline of financial markets and trading. The program is comprised of a focused curriculum to prepare the student for a career in financial markets.

What is different between advanced diploma and diploma? ›

Information. A regular diploma program requires you to complete two years (four semesters) of study. An advanced diploma program requires you to complete three years (six semesters) of study. Diploma programs prepare you for the workforce and many offer a real-world learning component.

To become a charter holder, it's necessary to pass three exams and is an equivalent of a master's degree. The CFA designation is reputed to be the most difficult certification to obtain, which works to the benefit of those who succeed.

Chartered Financial Analyst (CFA) Certification

The CFA designation is highly sought after by finance professionals around the world. It consists of three levels and takes an average of about 4 years to complete all 3 levels. It is widely regarded as one of the top finance certifications.

Becoming a financial planner requires a bachelor's degree, along with courses in investments, taxes, estate planning, and risk management. If you're comfortable with sales, are great with people, have excellent analytical and communication skills, and can work independently, financial planning may be right for you.

NQF level 7 is equivalent to a bachelor's degree or an advanced diploma in South Africa.

Level 6 – Advanced Diploma, Associate Degree

The purpose of the Advanced Diploma qualification type is to qualify individuals who apply specialised knowledge in a range of contexts to undertake advanced skilled or paraprofessional work and as a pathway for further learning.

An advanced diploma is similar to a regular diploma, however, it is more in-depth and complex. While a regular diploma is equivalent to the first year of a university degree, an advanced diploma is equivalent to the first two years of a degree.

This qualification is designed for learners who wish to pursue a career in the financial services industry, professional accountancy, banking and finance or management.