AF6 - Senior management and supervision (CII)
At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business
CFA - CFA Program (CFA)
The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management
FPFS - Fellow, Personal Finance Society (PFS)
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ER1 - Equity Release (CII)
This examination assesses a knowledge and 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.
CF6 - Certificate in Mortgage Advice (CII)
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.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
J01 - Personal Tax (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
AF4 - Investment Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.