Which financial planning exams have the highest pass rates?

Professional Adviser explores data from the CII / PFS, CISI, and LIBF

Isabel Baxter
clock • 6 min read

What were the best exam pass rates last year and how do they stack up to years past? PA reached out to qualifications bodies to find out…

Professional Adviser reached out to the Chartered Institute for Securities and Investments (CISI), Chartered Insurance Institute (CII), and London Institute of Banking & Finance (LIBF) to gather data on the most-passed adviser exams from 2019-2023. For the CII, its best set of results for its Level 4 Diploma in 2023 was the RO5 with a pass rate of 76.6% and for its Level 6 Advanced Diploma was the AF5 exam at 78.27%. Meanwhile for the CISI, its 2023 pass rates were the highest for its Level 4 Diploma at 67%. For its Level 6 Pension Transfer & Planning Advice certificate, the number...

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