J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
AF7 - Pensions transfers (CII)
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
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.
Chartered Financial Planner (CII)
Having achieved the APFS designation, 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.