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  1. Advanced Diploma in Financial Planning

    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.

    More info
    • UK Market
    • 100-150 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 290 CII Credits CII Credits
  2. Award in Financial Administration

    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.

    More info
    • UK Market
    • 60 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25-30 CII Credits CII Credits
  3. Award in Life and Pensions Foundations

    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.

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    • UK Market
    • 40 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • N/A CII Credits CII Credits
  4. Award in Long Term Care Insurance

    Award in Long Term Care Insurance

    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.

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    • UK Market
    • 70 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
  5. 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

    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)
    • 55 CII Credits CII Credits
  6. 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
  7. 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
  8. 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
  9. 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
  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

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