This qualification assesses a knowledge and understanding of the financial services sector, including regulation, legislation, and the Code of Ethics.

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

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