Main Qualifications
Resolution Accredited Independent Financial Adviser
This accreditation was developed to test IFAs on the financial aspects of the divorce process and is the only qualification available in this area of advice. There is an ongoing continued professional development requirement of 200 hours per annum
There are approximately 60 IFAs nationally that hold this qualification.
Resolution itself promotes Collaborative Family Law. This is a new way of dealing with family law which avoids the confrontational nature of conventional divorce proceedings. For more information on the Resolution Accreditation and Collaborative Law – www.resolution.org.uk/
Certified Financial PlannerCM
The Certified Financial PlannerCM status is an internationally recognised certification awarded to individuals who have already proven their technical competency by passing appropriate examinations, but who are then tested specifically on their Financial Planning skills. It is a practical based qualification rather than a technical one.
There are just over 1,000 Certified Financial Planners in the UK.
For further information on the Certified Financial Planner qualification, please visit the Institute of Financial Planning – www.financialplanning.org.uk/index.cfm
Other qualifications
FP1 – Financial Services and their Regulation
FP2 – Protection, Savings and Investment Products
FP3 – Identifying and Satisfying Client Needs
Financial Planning Certificate
G10 – Taxation & Trusts
G20 – Personal Investment Planning
G60 – Pensions
Advanced Financial Planning Certificate
J04 – Pension Funding Options
J05 – Pension Income Options
CF6 – Mortgage Advice
ER1 – Equity Release
Unit 01 – UK Regulation & Markets (Part 1 - Investment Management Certificate)