Advance Courses

The J11 (Wraps and Platform Services) exam forms part of the Diploma in Financial Planning and upon successful completion will give you 20 credits at diploma level. The exam itself is a two-hour [...]

The CF8 (Long Term Care Insurance) exam is a stand-alone module, leading to the Award in Long Term Care Insurance. It is a level 3 qualification and completion will give 15 credits. It also acts [...]

The ER1 Equity Release exam forms part of the Certificate in Equity Release and upon successful completion will give you 15 credits at certificate level. The study schedule is split into a [...]

The AF1 exam (Personal Tax and Trust Planning) forms part of the Advanced Diploma in Financial Planning and upon successful completion will give you 30 credits at advanced level and take you a [...]

The AF4 exam (Investment Planning) forms part of the Advanced Diploma in Financial Planning and upon successful completion will give you 30 credits at advanced level and take you a step closer to [...]

The AF5 Financial Planning Process exam focusses on the relationship between the adviser and client when delivering advice. You will be expected to demonstrate your understanding of your clients’ [...]

The AF7 exam (Pensions Transfer) forms part of the Advanced Diploma in financial planning and upon successful completion will give you 20 credits at advanced level and take you a step closer to [...]

R06 Financial Planning Practice has been developed to help advisers demonstrate their financial planning capabilities. The exam tests the practical application of technical knowledge and planning [...]

R05 Financial Protection forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse financial [...]

R04 Pensions and Retirement Planning forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse [...]