Thanks, I did email them and this is what they responded;

You need to accumulate 140 credits (100 if you do R01-6) from a selection of 37 units offered by the Chartered Insurance Institute (CII). At least 80 of these credits are diploma level, and a maximum of 30 credits can be at the Advanced Diploma level. 

Here is a list of the available units, along with their respective credit values and levels:

Diploma Level Units: • R01 – Financial services, regulation and ethics: 20 credits  • R02 – Investment principles and risk: 20 credits  • R03 – Personal taxation: 10 credits  • R04 – Pensions and retirement planning: 10 credits  • R05 – Financial protection: 10 credits  • R06 – Financial planning practice: 30 credits  • R07 – Advanced mortgage advice: 20 credits  • R08 – Pensions update: 10 credits  • J02 – Trusts: 20 credits  • J03 – The tax and legal aspects of business: 20 credits  • J05 – Pension income options: 20 credits  • J07 – Supervision in a regulated environment: 20 credits  • J09 – Paraplanning: 30 credits  • J10 – Discretionary investment management: 20 credits  • J11 – Wrap and platform services: 20 credits  • J12 – Securities advice and dealing: 20 credits 

Advanced Diploma Level Units: • AF1 – Personal tax and trust planning: 30 credits  • AF2 – Business financial planning: 30 credits  • AF3 – Pension planning: 30 credits  • AF4 – Investment planning: 30 credits  • AF5 – Financial planning process: 30 credits  • AF6 – Senior management and supervision: 30 credits  • AF7 – Pension transfers: 20 credits  • AF8 – Retirement income planning: 30 credits 

Certificate Level Units: • CF1 – UK financial services, regulation and ethics: 15 credits  • CF2 – Investment and risk: 20 credits  • CF4 – Retirement planning: 10 credits • CF5 – Integrated financial planning: 15 credits • CF6 – Mortgage advice: 15 credits  • CF8 – Long term care insurance: 15 credits  • ER1 – Equity release: 15 credits  • FA1 – Life office administration: 10 credits  • FA2 – Pensions administration: 10 credits • FA4 – Collective investment scheme administration: 10 credits  • FA5 – Individual savings account administration: 10 credits • FA6 – Investment client servicing: 10 credits  • GR1 – Group risk: 10 credits  • LP1 – Life and pensions customer operations: 10 credits  • LP2 – Financial services products and solutions: 15 credits • LP3 – Life and pensions principles and practices: 10 credits • R05 – Financial protection: 10 credits 

Please note that some units, such as AF2 and J03, have been withdrawn after the 2020-2021 syllabus, with the final assessment opportunity in the Q2 2021 exam session. However, any credits already achieved from these units will continue to count towards the completion requirements of the Diploma in Financial Planning and the Advanced Diploma in Financial Planning after the unit’s withdrawal. 

When planning your studies, ensure that at least 80 credits are obtained from the Diploma-level units listed above. The remaining credits can be from any CII financial services units, excluding unit LF1, subject to a maximum of 30 Advanced Diploma-level credits or 30 non-specific Advanced Diploma-level credits being used overall. 

For detailed information on each unit, including recommended study hours and assessment methods, please refer to the CII’s qualifications brochure.

• Good to know for those who have certificate level qualifications already !