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Chartered Insurance Institute
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Qualification
The RQF Level 4 Certificate in Paraplanning meets the specific needs or paraplanners by offering a dedicated qualification route that develops paraplanning skills and expertise, and imparts advanced technical knowledge in a number of key advisory areas.
Qualification
The RQF Level 3 Award in Financial Administration provides the essential knowledge and skills needed by those working in administrative and operational life or pensions roles.
Qualification
The RQF Level 3 Certificate in Equity Release meets the FCA's qualification requirements for mortgage advisers and those advising on equity release schemes. In addition to developing mortgage advice knowledge and skills, the Certificate develops  understanding of equity release regula...
Qualification
The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management, and satisfies the FCA's appropriate qualification requirements for this class of business.
Qualification
The Advanced Diploma in Insurance is a professional qualification providing an enhanced understanding of insurance practice, both technical subject matter and overall application skills. A comprehensive assessment of market knowledge and understanding. In becoming Advanced Diploma qualified you j...
Qualification
The RQF Level 6 Advanced Diploma in Financial Planning builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Qualification
This single-unit Award is designed for those working in customer facing roles in insurance outside the UK. It helps build the skills and knowledge required to deliver excellent customer service. how to fulfil customer requirements in the insurance sector the importance of customer feedback to im...
Qualification
The Level 4 Certificate in Pension Transfer Advice develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government's pension reforms. The Certificat...
Qualification
The RQF Level 3 Certificate in Regulated Financial Services Operations is a flexible qualification that develops provides the essential knowledge and skills needed by those working in administrative and operational roles.
 
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