Jon Nisbet

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.

CF6 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.

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.

ER1 Equity Release
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

J10 Discretionary Investment Management
This qualification develops knowledge and understanding of the role of the Discretionary Investment Manager, and the ability to analyse and apply financial information and portfolio management skills.

J12 Securities and Advice Dealing
This qualification develops knowledge and understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

The Personal Finance Society (part of the Chartered Insurance Institute Group) are the leading UK professional body for financial planners and those in related roles. Both the Personal Finance Society and Chartered Insurance Industry are focused on engendering public confidence and trust in the personal finance profession by setting standards and increasing professionalism.