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.

The Level 4 Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas. It also meets the FCA’s qualification requirements for advising on retail investment products, subject to additional gap fill. For more information, visit cii.co.uk/gapfill

The Level 4 Diploma in Insurance is a technical and supervisory qualification for insurance staff of any discipline. It provides a firm understanding of insurance fundamentals and develops your advanced technical knowledge.

The level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities. Candidates will develop technical knowledge and application within the specific topics and understand the integrated practical application of these technical knowledge and planning skills.