Information about the awarding bodies and qualifications / designations

Chartered Insurance Institute (CII)

ACII - Associateship Examination (CII) Level B qualification
AdvDipIP - Advanced Diploma In Financial Planning (CII) Level B qualification
AF1 - Personal Tax and Trust Planning (CII) Level B qualification
AF2 - Business Financial Planning (CII) Level B qualification
AF3 - Pension Planning (CII) Level B qualification
AF4 - Investment Planning (CII) Level B qualification
AF5 - Financial Planning Process (CII) Level B qualification
AFPC - Advanced Financial Planning Certificate (CII) Level B qualification
ALIA Dip + gap fill - Associate (CII) Level B qualification
CF2 - Investment and Risk (CII) Level A qualification
CF3 - Financial Protection (CII) Level A qualification
CF4 - Retirement Planning (CII) Level A qualification
CF6 - Certificate in Mortgage Advice (CII) Level A qualification
CF7 - Certificate in Financial Planning and Lifetime Mortgage Activities (CII) Level A qualification
CF8 - Certificate in Financial Planning and Long-Term Care Insurance (CII) Level A qualification
CF9 - Pensions Simplification (CII) Level A qualification
Chart FP - Chartered Financial Planner (CII) Level B qualification
DipFP - Diploma In Financial Planning (CII) Level B qualification
ER1 - Equity Release (CII) Level A qualification
FCII - Fellow Membership (CII) Level B qualification
FLIA Dip + gap fill - Fellow (CII) Level B qualification
G10 - Taxation and Trusts (CII) Level B qualification
G20 - Personal Investment Planning (CII) Level B qualification
G30 - Business Financial Planning (CII) Level B qualification
G60 - Pensions (CII) Level B qualification
G70 - Investment Portfolio Management (CII) Level B qualification
G80 - Long-Term Care, Life and Health Protection (CII) Level B qualification
GR1 - Group Risk (CII) Level A qualification
H15 - Supervision and Sales (CII) Level B qualification
H25 - Holistic Financial Planning (CII) Level B qualification
HR1 - Home Reversion Plans (CII) Level A qualification
J01 - Personal Tax (CII) Level B qualification
J02 - Trusts (CII) Level B qualification
J03 - The Tax and Legal Aspects of Business (CII) Level B qualification
J04 - Pension Funding Options (CII) Level B qualification
J05 - Pension Income Options (CII) Level B qualification
J06 - Investment Principles, Markets and Environment (CII) Level B qualification
J07 - Supervision in a Regulated Environment (CII) Level B qualification
K10 - Retirement Options (CII) Level B qualification
K20 - Pensions Investment Options (CII) Level B qualification
MAQ - Mortgage Advice Qualification (CII) Level B qualification
R01 - Financial Services, Regulation and Ethics (CII) Level B qualification
R02 - Investment Principles (CII) Level B qualification
R03 - Personal Taxation (CII) Level B qualification
R04 - Pensions and Retirement Planning (CII) Level B qualification
R05 - Financial Protection (CII) Level B qualification
R06 - Financial Planning Practice (CII) Level B qualification
RegDipFP - Regulated Diploma in Financial Planning (CII) (CII) Level B qualification
SV1 - Saving and Investments (CII) Level B qualification

Personal Finance Society (PFS)

APFS - Associate, Personal Finance Society (PFS) Level B qualification
Dip PFS - Personal Finance Society Diploma (PFS) Level B qualification
FPFS - Fellow, Personal Finance Society (PFS) Level B qualification

ifs School of Finance (IFS)

ACIB Pre1996 - Associate of the Chartered Institute of Bankers (IFS) Level B qualification
Adv CeMAP - Advanced Certificate in Mortgage Advice and Practice (IFS) Level A qualification
AFA - Advanced Financial Advice (IFS) Level A qualification
CAifs - Chartered Associateship (IFS) Level B qualification
CeCM - Certificate in Commercial Mortgages (IFS) Level A qualification
CeLM - Certificate in Lifetime Mortgages (IFS) Level A qualification
CeLTCI - Certificate in Long-Term Care Insurance (IFS) Level A qualification
CeMAP - Certificate in Mortgage Advice and Practice (IFS) Level A qualification
CeRCC - Certificate in Regulated Customer Care (IFS) Level A qualification
CeRER - Certificate in Regulated Equity Release (IFS) Level A qualification
CeRGI - Certificate of Regulated General Insurance (IFS) Level A qualification
CIB Pensions - Pensions Paper (CIB) (IFS) Level A qualification
DipFA - Diploma for Financial Advisers (IFS) Level B qualification
FRSE - Financial Services, Regulation and Ethics (IFS) Level A qualification
PIC - Professional Investment Certificate (IFS) Level B qualification

Chartered Institute of Bankers in Scotland (CIOBS)

ACIBS - Associate of the Chartered Institute of Bankers in Scotland (CIOBS) Level B qualification
CIP - Certificate in Investment Planning (CIOBS) Level B qualification
CMAP - Certificate in Morgage Advice and Practice (CIOBS) Level A qualification
DipIP - Diploma in Investment Planning (CIOBS) Level B qualification
LMAPC - Lifetime Mortgage Advice and Practice Certificate (CIOBS) Level A qualification
MAPC - Mortgage Advice and Practice Certificate (CIOBS) Level A qualification
MAPC(ER) - Mortgage Advice and Practice Certificate (Equity Release) (CIOBS) Level A qualification

CFA Society of the UK (CFA)

CFA - CFA Program (CFA) Level B qualification
IMAAQ - Investment Management Asset Allocation Qualification (CFA) Level A qualification
IMC - Investment Management Certificate (CFA) Level B qualification

Chartered Institute for Securities & Investment (CISI)

Cert IM - Certificate in Investment Management (CISI) Level A qualification
CISI Diploma - CISI Diploma (CISI) Level B qualification
CISI Masters - CISI Masters Programme (Wealth Management) (CISI) Level B qualification
IA - Investment Advice (CISI) Level B qualification
MSI - Diploma (CISI) Level B qualification
PCI - Certificate in Investment Management (CISI) Level A qualification
PCIAM - Private Client Investment Advice & Management (CISI) Level B qualification

Institute of Financial Planning (IFP)

CFP - Certified Financial Planner (IFP) Level B qualification
FIFP - Fellow Examination (IFP) Level B qualification

Pensions Management Institute (PMI)

APMI - Associate, Pensions Management Institute (PMI) Level B qualification
FPMI - Fellow, Pensions Management Institute (PMI) Level B qualification

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