• Diploma in Financial Planning

  • The RQF level 4 Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas.

  • Certificate in Mortgage Advice

  • The RQF level 3 certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

  • Certificate in Life & Pensions

  • The RQF level 3 certificate develops knowledge and understanding across key areas of the life, pensions and long-term savings market. This includes customer needs and solutions, the sector's value to society and the economy, and the importance of professional conduct and maintaining a customer focus.

Professional Memberships

  • Member of the Personal Finance Society

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