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Advanced Diploma in Financial Planning
The Level 6 Advanced Diploma in Financial Planning builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Members with over five years’ sector experience can apply for Chartered Financial Planner status on completion of the Advanced Diploma.
- UK Market
- 100-150 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Advanced Diploma in Insurance
The Level 6 Advanced Diploma in Insurance provides you with enhanced understanding of insurance practice and is a comprehensive assessment of market knowledge and understanding. It provides an indicator of your advanced technical awareness and critical understanding of the sector to your colleagues, customers and regulators. Widely recognised, it stands as evidence of your commitment and ability, and can be your passport to a successful career. Holders of the Advanced Diploma can apply for Chartered status and progress to Fellowship
- UK Market
- 120-180 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award for the Foundation Insurance Test
The Level 2 Award for the Foundation Insurance Test is an introductory-level qualification that helps you develop an understanding of how the insurance market operates. It covers fundamental risk and insurance principles and procedures, and core personal and commercial insurance products.
- UK Market
- 40 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award in Bancassurance (non-UK)
Designed for financial advisers and insurance agents working outside the UK in the banking sector, the Award in Bancassurance provides foundation knowledge in core financial, life assurance and insurance products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.
- Non-UK Market
- 60 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award in Customer Service in Insurance (non-UK)
The Award in Customer Service Insurance (non-UK) provides an essential introduction to the customer service function specific to insurance companies, intermediaries and providers. It helps build knowledge and understanding of the key processes and requirements related to good customer service.
- Non-UK Market
- 50 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award in Financial Administration
The Level 3 Award in Financial Administration is an introductory qualification providing essential knowledge of the financial services sector, the process of investment planning, and the administration of life or pensions business, depending on the unit selected.
The Award offers the choice between life or pensions administration. Importantly, each satisfy the FCA qualification requirements for overseers of certain administrative life and pensions functions.
- UK Market
- 60 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award in Financial Planning (Hong Kong)
The Award in Financial Planning (Hong Kong) is designed to provide knowledge and understanding of the financial planning process within a professional business environment and the core financial and life assurance products suitable to a client’s needs.
- Non-UK Market
- 60 Study Hours
- See individual unit pages for assessment information Assessment Type
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Award in Financial Planning (Hong Kong) - Traditional Chinese
The Award in Financial Planning (Hong Kong) – Traditional Chinese provides knowledge and understanding of the financial planning process within a professional business environment and the core financial and life assurance products suitable to a client’s needs.
- Non-UK Market
- 60 Study Hours
- See individual unit pages for assessment information Assessment Type
- Traditional Chinese Traditional Chinese
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Award in Financial Planning (non-UK)
The Award in Financial Planning (non-UK) provides foundation knowledge in the core financial and life assurance products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.
- Non-UK Market
- 60 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award in Investment Planning (non-UK)
The Award in Investment Planning (non-UK) helps you to develop and demonstrate your knowledge of investment products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.
- Non-UK Market
- 60 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)