Helen Ralphs

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Advanced Diploma in Financial Planning

This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as: personal tax and trust, business financial, pension and investment planning.

Cert CII (MP) Certificate in Mortgage Advice

The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

Cert CII (ER) Certificate in Equity Release

The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

Chartered Financial Planner

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

Award in Long Term Care Insurance

The RQF Level 3 Award in Long Term Care Insurance is a single unit qualification that develops knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

Certificate in Financial Services

The level 3 Certificate in Financial Services meets the needs of those working in operational and technical support roles, offering two targeted learning routes. This route develops knowledge and understanding of the sector and its activities, key customer needs, solutions and products, and how individuals and organisations work within a regulatory and legislative environment. It's particularly suitable for those working in the life, pensions, and long-term savings sector, including customer operations back-office staff and contact centre team leaders.

Certificate in Life and Pensions

The RQF Level 2 Award in Life and Pensions Foundations has been developed in collaboration with employers across the life, pensions and long-term savings sector. It provides a formalised and consistent approach to defining entry-level professional standards, helping to underpin improved customer outcomes and support staff development.