Jacob Parsons

Advanced Diploma in Financial Planning

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

Diploma in Regulated Financial 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.

Certificate in Discretionary Investment Management

The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

Certificate in Securities Advice and Dealing

This certificate satisfies the FCA appropriate qualification requirement for those advising or dealing in securities, developing in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.

Certificate in Mortgage Advice

The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

Level 3 Award in Long Term Care Insurance

This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

What does “Chartered Financial Planner” mean?

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.