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.

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.

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.

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 Level 3 Certificate in Insurance is a core qualification for insurance staff working across all sectors of the profession. The Certificate develops core knowledge and confidence of the key disciplines needed before you focus your subsequent studies and specialise according to your ambitions and career requirements.

Offering a dedicated pathway for candidates outside the UK achieve the Certificate in Insurance and Financial Services. In successfully completing three units you will qualify for the Certificate and gain a solid base of knowledge relevant to your role.

Similar in structure to the Certificate in London Market Insurance Specialisation, the Certificate in Insurance Market Specialisation is an advanced level qualification, developed for the broader insurance community. It is ideally suited for insurance market practitioners who wish to develop their research skills and apply them to a specific subject area.

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.

Building on introductory knowledge gained from the Award in London Market Insurance, the Level 3 Certificate in London Market Insurance includes one further unit, the London Market Underwriting Principles (LM3). The Certificate develops knowledge and understanding of the underwriting disciplines within the London Market, and of the key elements of the cycle. It also explores the opportunities and challenges posed by using different distribution channels such as delegated underwriting.