DipFA (Diploma for Financial Advisers)
The Diploma is the high-quality route to meet the standards required for providing financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding and the practical skills to apply in practice.

CertPFS (Certificate in Financial Planning)
The Certificate develops knowledge and
understanding of regulatory issues; the mechanics and purpose of the main investment products; and the process of giving advice to clients.

Financial Planning Certificate
A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

FP1 (Financial Services and their Regulation)
Assesses an understanding of the financial services industry, including regulation and legislation.

FP2 (Protection, Savings and Investment)
Assesses an understanding of protection, savings and investment products.

FP3 (Identifying and Satisfying Client Needs)
Assesses an understanding of conducting a fact-find, assessing the client’s needs, and recommending specific (appropriate) financial products to meet those needs.