CF8 (Certificate in Financial Planning and Long-Term Care Insurance)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
R01 (Financial Services, Regulation and Ethics)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 (Investment Principles)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
J10 (Discretionary Investment Management)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills.
APFS (Advanced Diploma in Financial Planning)
This qualification enables professional advisers to develop specialist planning capabilities, covering topics like personal tax and trust, business financial, pension and investment planning.
DipPFS (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.
CeMap (Certificate in Mortgage Advice)
The industry benchmark qualification for mortgage advisers is recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and how to effectively apply this when advising a customer.
FPC (Financial Planning Certificate)
A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied the coursework and testing requirements set by the organisation.