Advanced Diploma in Financial Planning (APFS)
This Level 6 Advanced Diploma builds on existing knowledge enabling advisers to demonstrate specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Diploma in Regulated Financial 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.
Certificate in Financial Planning
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.
Level 3 Award in Financial Administration
This RQF Level 3 award provides the essential knowledge and skills needed by those working in administrative and operational life or pensions roles. The Award offers the choice between life or pensions administration, each satisfying the FCA qualification requirements for overseers of certain administrative life and pensions functions.
Level 3 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.
