Roger Waters

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.

AFPC Advanced Financial Planning Certificate
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit – Taxation and Trusts.

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.

CF3 Financial Protection
This examination assesses a knowledge and understanding of financial protection plans.

CF4 Retirement Planning
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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.

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.

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.

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.