AdvDipIP (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.
AF1 (Personal Tax and Trust Planning)
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
AF5 (Financial Planning Process)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
AF8 (Retirement Income Planning)
This unit develops and demonstrates the advanced skills needed for advising on income planning to those in and approaching retirement.
DipPFS (Diploma in Regulated 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.
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.
Cert CII (MP) (Certificate in Mortgage Planning)
This level 3 certificate 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.