All qualifications

Certificate in Financial Planning

Exams, courseware and qualifications for units

CF1 UK financial services, regulation and ethics
CF2 Investment and risk
CF3 Financial protection
CF4 Retirement planning
CF5 Integrated financial planning
CF6 Mortgage advice
CF8 Long term care insurance
ER1 Equity release
HR1 Home reversion plans

Diploma in Financial Planning

Exams, courseware and qualifications for units

J01 Personal tax
J02 Trusts
J03 The tax and legal aspects of business
J04 Pension funding options
J05 Pension income options
J06 Investment principles, markets and environments
J07 Supervision in a regulated environment

Advanced Diploma in Financial Planning

Exams, courseware and qualifications for units

AF1 Personal tax and trust planning
AF2 Business financial planning
AF3 Pension planning
AF4 Investment planning
AF5 Financial planning process