Ian Caplan

FPC (Financial Planning Certificate)

A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

CeMAP (Certificate in Mortgage Advice and Practice)

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 how to effectively apply this when advising a customer.

CF8 (Certificate in Financial Planning and Long-Term Care Insurance)

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.

J02 (Trusts)

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

HR1 (Home Reversion Plans)

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

Cert CII (ER) (Certificate in Equity Release)

The level 3 certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

What does “Certified Financial Planner™” mean?

The Certified Financial Planner (CFP) accreditation is recognised globally as the “gold standard” for financial planning professionals. It is awarded by the Chartered Institute for Securities and Investment (CISI) and is only granted where the holder can demonstrate they meet rigorous international competency, ethical and professional practice standards.