CeLTCI Certificate in Long-Term Care Insurance
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.
DipFA Diploma for Financial Advisers
The Diploma is the high-quality route to meet the standards required for providing financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding and the practical skills to apply in practice.
CeRER Certificate in Regulated Equity Release
This qualification develops an extensive understanding of the environment, products available and the circumstances where equity release is an appropriate solution for the customer.
CeMAP Certificate in Mortgage Advice and Practice
The industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and how to effectively apply this when advising a customer.
Advanced Diploma in Financial Planning
This qualification enables professional advisers to develop specialist planning capabilities, covers topics such as: personal tax and trust, business financial, pension and investment planning.
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.
Award in Pensions Update
This single unit qualification develops and tests knowledge of pension reforms and how they impact at-retirement advice.
Certificate in Mortgage Advice
The level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.
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.
CF1 UK Financial Services, Regulation and Ethics
This qualification develops an understanding of the financial services industry including regulation and legislation.
CF2 Investment and Risk
This examination assesses a knowledge and understanding of investment products and the risks involved.
CF4 Retirement Planning
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF5 Integrated Financial Planning
This examination demonstrates a solid grounding in the financial services industry and its regulation.
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.
CF8 Certificate in Financial Planning and Long-Term Care Insurance
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.
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.
G20 Personal Investment Planning
This examination assesses a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
G60 Pensions
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
J05 Pension Income Options
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
MAQ Mortgage Advice Qualification
This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
R01 Financial Services, Regulation and Ethics
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R04 Pensions and Retirement Planning
This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.
R05 Financial Protection
This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.
R06 Financial Planning Practice
This qualification helps advisers develop and demonstrate their financial planning capabilities.
R08 Pension Update
This qualification focuses on pension reforms and how they affect advice, including the new legislative, compliance and reporting requirements.
SOLLA – Later Life Accreditation
Having been developed over a number of years, the Later Life Adviser Accreditation (LLAA) has now become established as the Gold Standard for those advising in the later life market. In addition to being a stand-alone award, it is also the basis of membership of the Society of Later Life Advisers (SOLLA).
SOLLA – Retirement Advice Standard
The Retirement Advice Standard aims to assist people and their families in finding trusted financial advisers who understand financial needs at the point of, and throughout, retirement.
SOLLA – Later Life Lending Advice Standard
The Later Life Lending Advice Standard aims to help people find advisers who specialise in equity release, understand financial issues in the retirement years and advise older and sometimes vulnerable clients.
Institute of Financial Wellbeing
Financial Wellbeing Certificate
The course looks at a range of issues in helping clients to achieve financial wellbeing including: a deep look at the IFW’s five pillars of financial wellbeing; what makes all of us happy; how to help clients discover their motivations; the blockages that prevent us from making good financial wellbeing decisions; how to have financial wellbeing conversations with clients; embedding financial wellbeing throughout the financial advisory practice.
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