• Diploma in Regulated Financial Planning

• The RQF level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.

• Advanced Diploma in Financial Planning

• The RQF Level 6 Advanced Diploma in Financial Planning builds on existing knowledge enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.

• Certificate in Private Client Investment Advice & Management

• The RQF level 6 certificate develops broad understanding of the principles of private client investment advice, within the context of the current regulatory environment. Examining how to build a suitable portfolio, selecting from a range of financial products, which meets client objectives and is based on the key principles of know your customer.

• Certificate in Advanced Mortgage Advice

• The level 4 Certificate in Advanced Mortgage Advice goes above and beyond the FCA’s minimum qualification requirements, enabling mortgage advisers to expand their advice capabilities and advise clients with complex needs and circumstances.

• Certificate in Equity Release

• The level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

Professional Memberships

• Chartered Financial Planner- Associate Member of the Personal Finance Society

• Chartered Fellow of the Chartered Institute for Securities & Investment