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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.
- UK Market
- 50-100 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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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.
- UK Market
- 60-70 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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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.
- UK Market
- 60-100 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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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.
- UK Market
- 50-100 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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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.
- UK Market
- 60-70 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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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.
- UK Market
- 50-70 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Diploma in Financial Planning
The Level 4 Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas.
- UK Market
- 50-100 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Diploma in Regulated Financial Planning
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.
- UK Market
- 50-60 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Discretionary Investment Management (J10)
Discretionary Investment Management (J10) develops knowledge and understanding of the role of the Discretionary Investment Manager, and the ability to analyse and apply financial information and portfolio management skills.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only, delivered on RevisionMate.
- Assessment entry.
- UK Market
- 80 Study Hours
- Multiple Choice Question Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Equity Release (ER1)
Equity Release (ER1) develops understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only, delivered on RevisionMate.
- Assessment entry.
- UK Market
- 70 Study Hours
- Multiple Choice Question Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available