Osprey Wealth Management

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

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

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

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits