Adrian Edwards

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance and financial planning industry.

This shows a commitment to continuous professional development and a willingness to exceed the minimum diploma level qualification required to provide authorised advice.

STEP is a global professional body, with more than 21,000 members comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.

Their mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience. They possess a deep understanding of Trusts, Estate Administration and Inheritance Tax.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop an understanding of the financial planning process when advising clients.

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

This qualification develops knowledge and understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

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

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

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

This qualification develops an understanding of the financial services industry, including regulation and legislation.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination demonstrates a solid grounding in the financial services industry and its regulation.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

This develops knowledge and understanding of customer needs, how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.

This qualification enables professional advisers to develop specialist planning capabilities, and covers topics such as: personal tax and trust, business financial, pension and investment planning.

This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

This route develops knowledge and understanding of the financial services industry in general, including regulation and legislation, and the fundamental aspects of customer service, administration and marketing in financial services, and key retail investment products.

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.