FP1 – Financial Planning Certificate Paper 1: Part one of the nationally-recognised Financial Planning Certificate.
FP2 – Financial Planning Certificate Paper 2: Part two of the nationally-recognised Financial Planning Certificate.
FP3 – Financial Planning Certificate Paper 3: Part three of the nationally-recognised Financial Planning Certificate.
CF7 – Certificate in Financial Planning and Lifetime Mortgage Activities: This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
CF8 – Certificate in Financial Planning and Long Term Care Insurance: This qualification assesses a knowledge and understanding of the UK Regulations Environment in the Financial Services Industry, Long Term Care Insurance Products and giving of Long Term Care Insurance Advice.
CF9 – Pensions Simplification: This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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.
R01 – Financial Services, Regulation and Ethics: This qualification assesses a knowledge and understanding of the Financial Services Industry.
SV1 – Savings & Investments: This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
MAQ – Mortgage Advice Qualification: This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
AF1 – Personal Tax and Trust Planning: This qualification develops in-depth financial planning skills related to personal tax and trusts.
AF2 – Business Financial Planning: This examination assesses the candidate to develop in depth financial planning skills related to business.
H25 – Holistic Financial Planning: This examination assessed knowledge and understanding to analyse and evaluate a client’s circumstances and financial needs and produce a holistic financial solution based on an in-depth knowledge of financial services products.
G30 – Business Financial Planning: This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
G60 – Pensions: This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
H15 – Supervision and Sales: This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
K10 – Retirement Options: This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
K20 – Pensions Investment Options: This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
STEP Certificate for FinServs, Trusts & Est Planning (distinction)
