Diploma in Regulated Financial Planning
The RQF Level 4 Diploma in Regulated Financial Planning meets the FCAā€™s qualification requirements for retail investment advisers, developing 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 FCAā€™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.
Certificate in Discretionary Investment Management
The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.
Cert CII (MP) Certificate in Mortgage Advice
The Level 3 Certificate in Mortgage Advice meets the FCAā€™s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.
CertCII Certificate in Financial Planning (Life & Pensions route)
The life and pensions route builds knowledge and understanding of the sectorā€™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.
Certificate in Paraplanning
The Level 4 Certificate in Paraplanning offers a dedicated qualification route, developing paraplanning skills, expertise and advanced technical knowledge in several key advisory areas.
AF8 (Retirement Income Planning)
This unit develops and demonstrates the advanced skills needed for advising on income planning to those in and approaching retirement.
