AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
AFPC - Advanced Financial Planning Certificate (CII)
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
CF7 - Certificate in Lifetime Mortgages Activities (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
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.
HR1 - Home Reversion Plans (CII)
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
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.
Advanced Diploma In Financial Planning
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.