Diploma in Regulated Financial Planning
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.
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.
Advanced Diploma In Financial Planning (APFS)
This qualification enables professional advisers to develop specialist planning capabilities, covers topics such as: personal tax and trust, business financial, pension and investment planning.
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.
AF1 (Personal Tax and Trust Planning)
This examination assesses the candidate to develop in-depth financial planning skills related to personal tax and trusts.
AF4 (Investment Planning)
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
AF5 (Financial Planning Process)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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.
J10 (Discretionary Investment Management)
At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills
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.
