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 79 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/

Chartered Financial Planner

The Chartered Financial Planner title is awarded on application after the completion of a suite of qualifications designed to signal to the public that financial advisers and financial planners are ‘fit for purpose’.

It means that members of the public will be able to call on the services of suitably qualified professionals with confidence when seeking help with their financial planning needs.

For more information, visit the Chartered Insurance Institute – http://www.thepfs.org/pages/professionaldevelopment/charteredFP.aspx

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)
CF2 – Investment & Risk
CF4 – Retirement Planning
FA2 – Pensions Administration
Level 3 Certificate in Financial Administration (Pensions)
Advanced Diploma in Financial Planning