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.

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Download the latest qualification brochure (Asia Pacific version)

Award qualifications
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.

Award in Financial Planning (non-UK)
Award in Financial Planning (Hong Kong)
Award in Bancassurance (non-UK)
Award in Investment Planning (non-UK) 

Certificate qualification
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

Diploma qualifications
The Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas.

Diploma in Financial Planning
Diploma in Regulated Financial Planning

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.

Advanced Diploma in Financial Planning

Learning Content Hub

The Learning Content Hub is the home of digital resources including; eBooks, audio-presentations, webinar recordings and more.

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Knowledge Services

Access to key market information, for reference, research, to support your learning, or for your continuing professional development (CPD).

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News and Insights

PFS articles, interviews, webinars, and the latest news.

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