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Personal Finance Society
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Qualification
For those candidates outside the UK working in financial advice and insurance, or aspiring to work in both, the CII offers a dedicated study pathway which comprises existing Award qualifications and results in the completion of the Certificate in Insurance and Financial Services.
Qualification
Designed for financial advisers and insurance agents working outside the UK, the Award provides a solid grounding in the core financial and life assurance products. It offers guidance on what constitutes professional practice, providing a framework for ethical behaviour. With over 6,500 holders ...
Qualification
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.
Qualification
Designed for non-UK Financial Advisers and Insurance Agents working within the Banking sector, the Award provides 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.
Qualification
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.
Qualification unit
This unit has been developed to help advisers develop and demonstrate their financial planning capabilities. It tests the practical application of technical knowledge and planning skills already gained, typically through previous study, thereby supporting the provision of competent and appropriat...
Qualification unit
This unit has now been withdrawn  Please note that unit CF5 along with units CF2 and CF4 have now been withdrawn. This follows a significant drop in demand since advisers' minimum qualification level was raised from RQF Level 3 to Level 4. 
Qualification unit
Designed for financial advisers and insurance agents working outside the UK within the banking sector, this single-unit qualification provides a solid grounding in the relevant core financial, life assurance and insurance products, and offers guidance on what constitutes sound professional practi...
News items | 17 Jun 2015
The Investment Property Forum (IPF) launched'Understanding UK Commercial Property Investments: A Guide for Financial Advisers'2015 edition at a breakfast hosted by the Personal Finance Society (PFS) on 11 June.
 
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