We deliver a range of in-company qualifications training to support each of the Chartered Insurance
Institute’s, the Institute of Financial Services’ and the Chartered Institute of Securities and
Investment's syllabuses from Foundation up to Diploma Level. These include:
Chartered Insurance
Institute
|
title
|
enquire
|
| Certificate in Financial Planning
RO1 - UK Financial Services Regulation and
Ethics
|
go
|
|
CF2 - Investment and Risk
|
|
|
CF3 - Financial
Protection
|
|
|
CF4 - Retirement Planning
|
|
|
CF5 -
Integrated Financial Planning (1 and 3 day course available)
|
|
|
CF6 - Mortgage Advice
|
|
|
ER1 - Equity Release
|
|
| Diploma in Regulated Financial
Planning
RO1 - UK Financial Services Regulation and
Ethics
|
go
|
|
RO2 - Investment
Principles and Risk
|
|
|
RO3 - Personal Tax (2 and 3 day courses
available)
|
|
|
RO4 - Pension and Retirement
Planning
|
|
|
RO5 - Financial Protection
|
|
|
RO6 - Financial Planning Practice
|
|
| Diploma in Financial Planning
JO3 - Tax and legal aspects of business
|
go
|
ifs School of Finance
|
title
|
enquire
|
|
Certificate for Financial Advisers
(CeFA®)
CeFA1 - Financial Services Regulation and Ethics
|
go
|
|
CeFA2 - Principles of Investment & Investment Products
|
go
|
|
CeFA3 - Protection
& Retirement Planning
|
go
|
|
CeFA4 - Assessment of Investment Advice Knowledge
|
go
|
| Certificate in Mortgage Advice
and Practice (CeMAP®)
CeMAP1 - Financial Services Regulation and Ethics
|
go
|
|
Unit 2 - Advanced Financial Advice (AFA)
|
go
|
Chartered Institute
for Securities & Investment
|
title
|
enquire
|
|
Certificate Units
FSA Financial
Regulation
|
|
|
Private Client Advice (Investment Advice Diploma)
FSA Regulation and Professional Integrity
|
|
|
Investment, Risk and Taxation
|
go
|
|
Securities
|
go
|
|
Derivatives
|
go
|
|
Private Client Advice (Level 5)
|
go
|