DipCII – Diploma 4 level in Financial Services – the initial level at which an Adviser is fully qualified to give advice on all aspects of financial planning except for Defined Benefit Pension schemes and later life care. This requires 120 exam credits.
Chartered Financial Planner – this requires Diploma level 4 and also additional higher level qualifications to achieve the Chartered level enabling the adviser to advise on Defined Benefit Pension Schemes as well as all other aspects of Financial Planning. This requires 290 exam credits.
APFS – Advanced Member of the Personal Finance Society – This qualification requires the adviser to have achieved Chartered Level Qualifications and have 5 years experience within the profession.
FPFS – Fellowship of the Personal Finance Society – This qualification requires the adviser to have achieved Chartered Level qualifications and then additional qualifications such as Discretionary, Later Life Care, Securities & Investments etc – this status highlights a higher level of technical knowledge and commitment to professional development. This requires 350 exam credits. The highest qualification awarded by the Chartered Insurance Institute (CII)
IMC – Investment Management Certificate – this qualification is required by investment professionals involved in portfolio management and research analysis.
BA Hons – This is a Bachelors or Honours Level covering degrees in various subjects.
Dip FA – The Dip FA is a Level 4 qualification registered with Ofqual in the Regulated Qualifications Framework.
PETR – When combined with the Diploma or Financial Advisers (Dip FA) PETR meets the qualification requirement for pension transfer specialist.