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.

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.

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.

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.

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.

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.

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.

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.

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.

Designed to help experienced advisers outside the UK develop and demonstrate their knowledge of investment products. The Award offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.

Those with a prior understanding of financial advice principles and products, gained in the workplace or by completing the Award in Financial Planning or Award in Bancassurance may wish to enter for this Award.