Personal Finance Qualification Framework
Find all our learning-based content, including insurance and personal finance qualifications, training, accreditation schemes, and our knowledge and CPD content, to help you stay ahead of the curve.
Designed for non-UK Financial Advisers and Insurance Agents working within the financial service sector, the Award qualifications provide solid grounding in the core financial, life assurance and insurance products. It offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.
We offer a dedicated study pathway which comprises three Award units and results in the completion of the Certificate in Insurance and Financial Services.
– Certificate in Insurance and Financial Services
– Certificate in Financial Services (General route)
– Certificate in Financial Services (Life and Pension route)
– Certificate in Regulated Financial Services Operations
The Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas.
Advanced Diploma qualification
The 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.