Ifs school of finance

IFS School of Finance

Abv. Name Description Level
ACIB Pre1996 Associate of the Chartered Institute of Bankers This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions. QCF4
Adv CeMAP Advanced Certificate in Mortgage Advice and Practice This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care. QCF4
AFA Advanced Financial Advice This unit concentrates on products, services and legislation that inform the financial planning and advice process. QCF4
CAifs Chartered Associateship Associate members are experienced alumni members who have successfully completed an ifs BSc (hons) degree or Associateship qualification and undertaken a programme of post-qualification Continuing Professional Development. QCF4
CeCM Certificate in Commercial Mortgages This unit covers common types of products and schemes, the legal and regulatory framework, factors affecting the value of commercial property, risk management in the various commercial sectors, information gathering, affordability, suitability and breaches of payment. QCF3
CeLM Certificate in Lifetime Mortgages This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice. QCF3
CeLTCI Certificate in Long-Term Care Insurance This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance. QCF3
CeMAP Certificate in Mortgage Advice and Practice This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice. QCF3
CeRCC Certificate in Regulated Customer Care This qualification assesses a knowledge and understanding of the regulatory and practical implications of the Treating Customers Fairly initiative. QCF3
CeRER Certificate in Regulated Equity Release This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer. QCF3
CeRGI Certificate of Regulated General Insurance This qualification assesses a knowledge and understanding of the general insurance environment, its products and the manner in which the industry is regulated. QCF3
CIB Pensions Pensions Paper This examination assesses the knowledge and understanding of the different types of pensions and annuities and their uses and applications. To compare analytically and contrast different types of pensions and annuities in the context of giving proper advice. QCF3
CMIFS Chartered Membership of the Insititute of Financial Services

Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions.  The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

QCF4+
DipFA Diploma for Financial Advisers The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice QCF4
FRSE Financial Services, Regulation and Ethics This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics. QCF3
PIC Professional Investment Certificate This qualification assesses the knowledge and understanding to advise clients on specialised financial products. QCF4
Adv DipFA Advance Diploma in Financial Advice This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning. QCF4+