CFA Society of the UK (CFA)

• IMAAQ - Investment Management Asset Allocation Qualification (CFA) Level A qualification

• IMC - Investment Management Certificate (CFA) Level A qualification

Chartered Insurance Institute (CII)

• ACII - Associateship Examination (CII) Level B designation

• 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 Financial Planning and Lifetime Mortgages Activities (CII) Level A qualification

• CF8 - Certificate in Financial Planning and Long-Term Care Insurance (CII) Level A qualification

• CF9 - Pensions simplification (CII) Level A qualification

• Chartered Financial Planner (CII) Level B designation

• ER1 - Equity Release (CII) Level A qualification

• FCII - Fellow Membership (CII) Level B designation

• 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 tax (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 & Investment (CII) Level A qualification

Chartered Institute of Bankers in Scotland (CIOBS)

• ACIBS - Associate of the Chartered Institute of Bankers in Scotland (CIOBS) Level B qualification

• CIP - Certificate in Investment Planning (CIOBS) Level A qualification

• CMAP - Certificate in Mortgage 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 (IFP)

• CFP - Certified Financial Planner Licence (IFP) Level B designation

• FIFP - Fellow of the Institute of Financial Planning (IFP) Level B qualification

ifs School of Finance (IFS)

• ACIB Pre 1996 - Associate of the Chartered Institute of Bankers (IFS) Level B qualification

• Adv CeMAP - Advanced Certificate in Mortgage Advice and Practice 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 (CIB) Level A qualification

• PIC - Professional Investment Certificate (IFS) Level A qualification

Personal Finance Society (PFS)

• APFS - Associate, Personal Finance Society (PFS) Level B designation

• Dip PFS - Personal Finance Society Diploma (PFS) Level B designation

• FPFS - Fellow, Personal Finance Society (PFS) Level B designation

Pensions Management Institute (PMI)

• APMI - Associate, Pensions Management Institute (PMI) Level B qualification

Securities & Investment Institute (SII)

• Cert IM - Certificate in Investment Management (SII) Level A qualification

• MSI - Diploma (SII) Level B qualification