CFA Society of the UK
- IMAAQ - Investment Management Asset Allocation Qualification (CFA)
Level A qualification
- IMC - Investment Management Certificate (CFA)
Level A qualification
Chartered Insurance Institute
- ACII - Associateship Examination (CII)
Level B qualification
- AF1 - Personal tax and trust planning (CII)
Level B qualification
- AF2 - Business financial planning (CII)
Level B qualification
- AF3 - Pension planning (CII)
Level B qualification
- AF4 - Investment Planning (CII)
Level B qualification
- AF5 - Financial planning process (CII)
Level B qualification
- AFPC - Advanced Financial Planning Certificate (CII)
Level B qualification
- CF2 - Investment and risk (CII)
Level A qualification
- CF3 - Financial protection (CII)
Level A qualification
- CF4 - Retirement Planning (CII)
Level A qualification
- CF6 - Certificate in Mortgage Advice (CII)
Level A qualification
- CF7 - Certificate in Lifetime Mortgage Activities (CII)
Level A qualification
- CF8 - Certificate in Long Term Care Insurance (CII)
Level A qualification
- CF9 - Pensions simplification (CII)
Level A qualification
- Chart FP - Chartered Financial Planner (CII)
Level B qualification
- ER1 - Equity release (CII)
Level A qualification
- FCII - Fellow Membership (CII)
Level B qualification
- G10 - Taxation and Trusts (CII)
Level B qualification
- G20 - Personal Investment Planning (CII)
Level B qualification
- G30 - Business Financial Planning (CII)
Level B qualification
- G60 - Pensions (CII)
Level B qualification
- G70 - Investment Portfolio Management (CII)
Level B qualification
- G80 - Long term care, life and health protection (CII)
Level B qualification
- H15 - Supervision and Sales (CII)
Level B qualification
- H25 - Holistic Financial Planning (CII)
Level B qualification
- HR1 - Home reversion plans (CII)
Level A qualification
- J01 - Personal taxation (CII)
Level B qualification
- J02 - Trusts (CII)
Level B qualification
- J03 - The tax and legal aspects of business (CII)
Level B qualification
- J04 - Pension funding options (CII)
Level B qualification
- J05 - Pension income options (CII)
Level B qualification
- J06 - Investment principles, markets and environment (CII)
Level B qualification
- J07 - Supervision in a regulated environment (CII)
Level B qualification
- K10 - Retirement Options (CII)
Level B qualification
- K20 - Pensions Investment Options (CII)
Level B qualification
- MAQ - Mortgage Advice Qualification (CII)
Level A qualification
- SV1 - Saving and Investment (CII)
Level A qualification
Chartered Institute of Bankers in Scotland
- ACIBS - Associate of the Chartered Institute of Bankers in Scotland (CIOBS)
Level B qualification
- CIP - Certificate in Investment Planning (CIOBS)
Level A qualification
- CMAP(CIOBS) - Certificate in Morgage Advice and Practice (CIOBS)
Level A qualification
- LMAPC - Lifetime Mortgage Advice and Practice Certificate (CIOBS)
Level A qualification
- MAPC - Mortgage Advice and Practice Certificate (CIOBS)
Level A qualification
Institute of Financial Planning
- CFP - Certified Financial Planner Licence (IFP)
Level B qualification
- FIFP - Fellow Examination (IFP)
Level B qualification
ifs School of Finance
- ACIB Pre1996 - Associate of the Chartered Institute of Bankers (IFS)
Level B qualification
- Adv CeMAP - Advanced Certificate in Mortgage Advice and Practice (IFS)
Level A qualification
- CeLM - Certificate in Lifetime Mortgages (IFS)
Level A qualification
- CeMAP - Certificate in Mortgage Advice and Practice (IFS)
Level A qualification
- CeRER - Certificate in Regulated Equity Release (IFS)
Level A qualification
- CIB Pensions - Pensions Paper (IFS)
Level A qualification
- PIC - Professional Investment Certificate (IFS)
Level A qualification
Personal Finance Society
- APFS - Associate, Personal Finance Society (PFS)
Level B qualification
- Dip PFS - Dip PFS - Personal Finance Society Diploma (PFS)
Level B qualification
- FPFS - Fellow, Personal Finance Society (PFS)
Level B qualification
Pensions Management Institute
Chartered Institute for Securities & Investment
- Cert IM - Certificate in Investment Management (CISI)
Level A qualification
- MSI - Diploma (CISI)
Level B qualification
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