- Advanced Diploma in Financial Planning (CII)
This qualification enables professional advisers to develop specialist planning capabilities, covers topics such as: personal tax and trust, business financial, pension and investment planning.
- CeLTCI Certificate in Long Term Care Insurance (CII)
This qualification meets regulatory requirements for advising on long-term care and covers the background and different types of long-term care available, impact of legislation and the relationship between adviser and client.
- Certificate in Discretionary Investment Management (CII)
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.
- Certificate in Equity Release (CII)
- Certificate in Mortgage Advice (CII)
- Certificate in Pension Transfer Advice (CII)
- Level 4 Diploma in Regulated Financial Planning (CII)
The RQF level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.
