Qualifications

Dip PFS – Personal Finance Society Diploma (PFS)

CeMAP – Certificate in Mortgage Advice and Practice (IFS)

R01 – Financial Services, Regulation and Ethics (CII)

R02 – Investment Principles (CII)

R03 – Personal Taxation (CII)

R04 – Pensions and Retirement Planning (CII)

CertPFS (DM) – Certificate Personal Finance Society (PFS)

CF2 – Investment and Risk (CII)

CF3 – Financial Protection (CII)

CF4 – Retirement Planning (CII)

CF6 – Certificate in Mortgage Advice (CII)

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