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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 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 Home Insurance
The Award gives a broad understanding of home insurance, including the need for cover and its benefits; insurance legal principles and duties; product features; how cover is arranged and provided, and the principles of delivering good customer service.
- UK Market
- 20 Study Hours
- Multiple Choice Question Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award in Life and Pensions Foundations
The Level 2 Award in Life and Pensions Foundations introduces key life and pensions topics, including customer needs, financial solutions and operational practices across pensions, protection, investments and savings, the sector’s value to society and the economy, and the importance of professional conduct and maintaining a customer focus.
- 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 London Market Insurance
The level 3 Award is a specialist qualification for those working in or with the London Market. It helps you gain a broad understanding of the insurance process and practice across the London Market, and a detailed understanding of technical topics.
- 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)
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Award in Long Term Care Insurance
The Level 3 Award in Long Term Care Insurance develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
- UK Market
- 70 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award in Motor Insurance
The Award gives a broad understanding of motor Insurance, including the need for cover and its benefits; insurance legal principles and duties; product features; how cover is arranged and provided, and the principles of delivering good customer service.
- UK Market
- 20 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award in Pet Insurance
The Award gives a broad understanding of pet insurance, including the need for cover and its benefits; insurance legal principles and duties; product features; how cover is arranged and provided, and the principles of delivering good customer service.
- UK Market
- 20 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)