Advanced Diploma in Financial Planning
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
Diploma in Financial Planning (DipPFS)
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.
AF4: Investment Planning
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
AF1: Personal Tax & Trust Planning
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
AF8: Retirement Income Planning
By successfully completing this qualification an adviser can demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement.
AF5: Financial Planning Process
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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.
J10: Discretionary Investment Management
This examination assesses the candidates ability to analyse and apply financial information and portfolio management skills.
Certificate in Mortgage Planning
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.