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  1. Certificate in Advanced Mortgage Advice

    Certificate in Advanced Mortgage Advice

    The Level 4 Certificate in Advanced Mortgage Advice goes beyond the FCA’s minimum qualification requirements and enables mortgage advisers to continue developing their advice capabilities. It brings you up to speed with recent changes to the mortgage process arising from the Mortgage Market Review. Completion of the Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers

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    • UK Market
    • 60-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 55 CII Credits CII Credits
  2. Certificate in Discretionary Investment Management

    Certificate in Discretionary Investment Management

    The Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. It also satisfies the FCA’s qualification requirements for this class of business.

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    • UK Market
    • 60-80 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 40 CII Credits CII Credits
  3. Certificate in Equity Release

    Certificate in Equity Release

    The level 3 Certificate in Equity Release develops advisory skills and offers an understanding of equity release regulation, products, market practice, and customer needs.

    The Certificate in Equity Release meets the FCA’s qualification requirements for mortgage advisers and those advising on equity release schemes.

    More info
    • UK Market
    • 60-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 50-55 CII Credits CII Credits
  4. Certificate in Financial Services (General route)

    Certificate in Financial Services (General route)

    The Level 3 Certificate in Financial Services is for anyone in operational or technical support roles. It offers a choice of two learning routes.

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

    The general route develops fundamental knowledge of the financial services sector, including regulation, legislation, customer service, administration, marketing in financial services and key products.

     

    More info
    • UK Market
    • 50-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 35-45 CII Credits CII Credits
  5. Certificate in Financial Services (Life & Pensions route)

    Certificate in Financial Services (Life & Pensions route)

    The Level 3 Certificate in Financial Services is for anyone in operational or technical support roles. It offers a choice of two learning routes.

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

     

    More info
    • UK Market
    • 50-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 35-45 CII Credits CII Credits
  6. Certificate in Insurance

    Certificate in Insurance

    The Level 3 Certificate in Insurance is a core qualification for insurance staff working across all sectors of the profession. The Certificate develops core knowledge and confidence of the key disciplines needed before you focus your subsequent studies and specialise according to your ambitions and career requirements.

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    • UK Market
    • 40-60 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 40 CII Credits CII Credits
  7. Certificate in Insurance & Financial Services (non-UK).

    Certificate in Insurance & Financial Services (non-UK).

    More info
    • Non-UK Market
    • 50-60 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • 40-45 CII Credits CII Credits
  8. Certificate in Insurance and Financial Services (non-UK)

    Certificate in Insurance and Financial Services (non-UK)

    Offering a dedicated pathway for candidates outside the UK achieve the Certificate in Insurance and Financial Services. In successfully completing three units you will qualify for the Certificate and gain a solid base of knowledge relevant to your role.

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    • Non-UK Market
    • 50-60 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 40-45 CII Credits CII Credits
  9. Certificate in Insurance Market Specialisation

    Certificate in Insurance Market Specialisation

    Similar in structure to the Certificate in London Market Insurance Specialisation, the Certificate in Insurance Market Specialisation is an advanced level qualification, developed for the broader insurance community. It is ideally suited for insurance market practitioners who wish to develop their research skills and apply them to a specific subject area.

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    • UK Market
    • 180 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 50 CII Credits CII Credits
  10. Certificate in Investment Operations

    Certificate in Investment Operations

    The level 3 Certificate in Investment Operations is an introductory qualification that helps you gain the essential knowledge and skills you will need if you work with investments in an operational role. You’ll develop a general understanding of financial services and gain practical insight into the area of investments operations you choose. Importantly, the Certificate satisfies the FCA qualification requirements for overseers of certain investment operations functions.

    More info
    • UK Market
    • 60-70 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25-30 CII Credits CII Credits
  11. Certificate in London Market Insurance

    Certificate in London Market Insurance

    Building on introductory knowledge gained from the Award in London Market Insurance, the Level 3 Certificate in London Market Insurance includes one further unit, the London Market Underwriting Principles (LM3). The Certificate develops knowledge and understanding of the underwriting disciplines within the London Market, and of the key elements of the cycle. It also explores the opportunities and challenges posed by using different distribution channels such as delegated underwriting.

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    • London Market Market
    • 40-60 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 40 CII Credits CII Credits
  12. Certificate in London Market Insurance Specialisation

    Certificate in London Market Insurance Specialisation

    Developed in partnership with the Lloyd’s Market Association (LMA), the Level 7 Certificate in London Market Insurance Specialisation is an advanced qualification specifically designed for those working in the London insurance market. It is ideally suited to London Market practitioners who wish to develop their research skills within a concentrated field of study appropriate to the London Market.

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    • London Market Market
    • 180 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 50 CII Credits CII Credits
  13. Certificate in Mortgage Advice

    Certificate in Mortgage Advice

    The Level 3 Certificate in Mortgage Advice is essential if you want to be a mortgage adviser, and equally relevant if you work in a support role. It develops an understanding of the sector and the mortgage process and enables advisers to meet individual client needs.

    More info
    • UK Market
    • 60-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 35-40 CII Credits CII Credits
  14. Certificate in Paraplanning

    Certificate in Paraplanning

    The Level 4 Certificate in Paraplanning meets the specific needs of paraplanners, or those aspiring to the role. It offers a dedicated qualification route, developing paraplanning skills, expertise and advanced technical knowledge in several key advisory areas. It develops core technical knowledge in a number of key advisory areas, and helps you gain specialist report writing skills that improve your ability to provide sound professional advice.

    More info
    • UK Market
    • 50-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 75-80 CII Credits CII Credits
  15. Certificate in Regulated Financial Services Operations

    Certificate in Regulated Financial Services Operations

    The Level 3 Certificate in Regulated Financial Services Operations (previously known as the Certificate in Financial Services, product specific route) develops fundamental knowledge of the financial services sector, including regulation, legislation, and overseeing and administering financial products. It develops the essential skills needed by those working in administrative and operational roles.

    More info
    • UK Market
    • 60-70 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 35-40 CII Credits CII Credits
  16. Certificate in Securities Advice and Dealing

    Certificate in Securities Advice and Dealing

    The Level 4 Certificate in Securities Advice and Dealing satisfies the FCA’s qualification requirements for anyone advising or dealing in securities. Candidates will develop in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.

    More info
    • UK Market
    • 50-70 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 70 CII Credits CII Credits

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