This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions, and products, and how individuals and organisations work within the regulatory and legislative environment.

This is the industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and the skills to effectively apply this knowledge when advising a client.