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.
Fellow of the Personal Finance Society
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.
Diploma in Financial Planning
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
Financial Planning Certificate
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.
CII Certificate in Discretionary Investment Management
The RQF level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.
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.
Certificate in Life & 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.
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.
