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.
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 enhances general pension knowledge, particularly in pension transfers and opt-out business.
K10 (Retirement Options)
This examination assesses knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
K20 (Pensions Investment Options)
This examination assesses knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
CF9 (Pensions Simplification)
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime, which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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.
