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.
FPC Financial Planning Certificate
A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.
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 and Pensions
The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.
Award in Long-Term Care Insurance
This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
CF1 UK Financial Services, Regulation, and Ethics
This qualification develops an understanding of the financial services industry, including regulation and legislation.
CF3 Financial Protection
This examination assesses a knowledge and understanding of financial protection plans.
CF4 Retirement Planning
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF6 Certificate in Mortgage Advice
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
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.
FP1 Financial Services and their Regulation
Assesses an understanding of the financial services industry, including regulation and legislation.
FP2 Protection, Savings, and Investment
Assesses an understanding of protection, savings and investment products.
G10 Taxation and Trusts
This examination assesses a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
G60 Pensions
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
R03 - Personal taxation
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R04 Pensions and Retirement Planning
This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.
