DipFA | Level 4 Diploma for Financial Advisers
Awarded by the London Institute of Banking and Finance, the Diploma is the high-quality route to meet the standards required for providing financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding and the practical skills to apply in practice.
Adv DipFA | Level 6 Advanced Diploma for Financial Advisers – Chartered status
Awarded by the London Institute of Banking and Finance, this advanced qualification demonstrates the highest of professional standards and achieves Chartered status. Covering the topics of Managing Investments, Pension Transfers, Taxation, Trusts & Tax Compliance and Later Life Planning, it equips individuals with the expertise required to offer complex financial advice and planning services. This qualification demonstrates commitment to the profession, increasing knowledge, and ultimately providing excellent advice to clients.
AwPETR | Level 6 Award in Pension Transfers
Awarded by the London Institute of Banking and Finance, this single module qualification attains the required knowledge and practical skills to excel when guiding clients on the pension transfer marketplace. Those with this award can be recognised as a Pension Transfer Specialist.
MANI | Managing Investments
Awarded by the London Institute of Banking and Finance, this module teaches individuals the principles and theories associated with measuring investment performance. It covers managing investment portfolios to achieve client objectives.
CertLTCP | Certificate in Long Term Care and Later Life Planning
Awarded by the London Institute of Banking and Finance, CertLTCP gives you the skills and expertise required to confidently analyse and evaluate planning needs and care requirements to provide good outcomes for later life clients.
TTTC | Taxation, Trusts and Tax Compliance
Awarded by the London Institute of Banking and Finance, this module teaches individuals how to develop a taxation and trusts strategy within an ethical framework, and how to advise UK clients on taxation and the administration of trusts.
R02 | Investment Principles and Risk
Awarded by the Chartered Insurance Institute, this qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
J10 | Discretionary Investment Management
Awarded by the Chartered Insurance Institute, at the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.
IntegrityMatters
Developed by the Chartered Institute for Securities and Investment, IntegrityMatters is an online integrity test designed to highlight dilemmas practitioners may face at work, and encourage them to determine how best to respond with integrity.
Financial Services Regulation and Ethics (FSRE)
FSRE introduces the financial services profession, covering regulations, ethics, client skills, and financial products to help advisers meet client needs.
Advanced Financial Advice – Taxation (AFAT)
This module builds your understanding of the UK taxation system and equips you to analyse the tax treatment of individuals and trusts when advising on investments.
Advanced Financial Advice – Investments (AFAI)
Explore the economic impact of investments, investment products, and theories, preparing you to guide clients in achieving their financial goals.
Advanced Financial Advice – Protection (AFAP)
Learn about the importance of financial protection. You’ll cover state benefits, protection policies, and how to identify and address clients' protection needs and priorities effectively.
Advanced Financial Advice – Retirement Planning (AFAR)
Gain a thorough understanding of retirement planning, including state pensions, taxation, and the structure of defined-benefit (DB) and defined-contribution (DC) schemes, so you can effectively advise clients on their retirement options.
Advanced Financial Advice – Coursework (AFAC)
Through this coursework module, you’ll develop your ability to provide effective financial planning by gathering and analysing client information, and applying knowledge from previous modules to create and communicate tailored solutions.
