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What is an IFA? Click here to find out

Careers in IFA firms have never really been very structured. A lot of firms will take on paraplanners, encourage them to go through the CII qualifications (FPC or CFP as they are now) and qualify as recognised financial advisers.

There are so many different qualifications an IFA can have, we have set them out in a table below (list courtesy of www.unbiased.co.uk).

In a nutshell, there are different levels of adviser, and there have been attempts to work out the level of each. In the table below, Level A refers to those qualifications assessed to be at A level standard, and Level B refers to qualifications considered to be at undergraduate degree level. 

CFA Society of the UK (CFA)

IMAAQ - Investment Management Asset Allocation Qualification (CFA) Level A qualification
IMC - Investment Management Certificate (CFA) Level A qualification

Chartered Insurance Institute (CII)

ACII - Associateship Examination (CII) Level B designation
AF1 - Personal Tax and Trust Planning (CII) Level B qualification
AF2 - Business Financial Planning (CII) Level B qualification
AF3 - Pension Planning (CII) Level B qualification
AF4 - Investment Planning (CII) Level B qualification
AF5 - Financial Planning Process (CII) Level B qualification
AFPC - Advanced Financial Planning Certificate (CII) Level B qualification
CF1 - UK Financial Services, Regulation and Ethics (CII) Level A qualification
CF2 - Investment and Risk (CII) Level A qualification
CF3 - Financial Protection (CII) Level A qualification
CF4 - Retirement Planning (CII) Level A qualification
CF5 - Integrated Financial Planning (CII) Level A qualification
CF6 - Certificate in Mortgage Advice (CII) Level A qualification
CF7 - Certificate in Financial Planning and Lifetime Mortgages Activities (CII) Level A qualification
CF8 - Certificate in Financial Planning and Long-Term Care Insurance (CII) Level A qualification
CF9 - Pensions simplification (CII) Level A qualification
Chartered Financial Planner (CII) Level B designation
ER1 - Equity Release (CII) Level A qualification
FCII - Fellow Membership (CII) Level B designation
G10 - Taxation and Trusts (CII) Level B qualification
G20 - Personal Investment Planning (CII) Level B qualification
G30 - Business Financial Planning (CII) Level B qualification
G60 - Pensions (CII) Level B qualification
G70 - Investment Portfolio Management (CII) Level B qualification
G80 - Long term care, life and health protection (CII) Level B qualification
H15 - Supervision and Sales (CII) Level B qualification
H25 - Holistic Financial Planning (CII) Level B qualification
HR1 - Home Reversion Plans (CII) Level A qualification
J01 - Personal tax (CII) Level B qualification
J02 - Trusts (CII) Level B qualification
J03 - The tax and legal aspects of business (CII) Level B qualification
J04 - Pension funding options (CII) Level B qualification
J05 - Pension income options (CII) Level B qualification
J06 - Investment principles, markets and environment (CII) Level B qualification
J07 - Supervision in a regulated environment (CII) Level B qualification
K10 - Retirement Options (CII) Level B qualification
K20 - Pensions Investment Options (CII) Level B qualification
MAQ - Mortgage Advice Qualification (CII) Level A qualification
SV1 - Saving & Investment (CII) Level A qualification
Chartered Institute of Bankers in Scotland (CIOBS)
ACIBS - Associate of the Chartered Institute of Bankers in Scotland (CIOBS) Level B qualification
CIP - Certificate in Investment Planning (CIOBS) Level A qualification
CMAP - Certificate in Mortgage Advice and Practice (CIOBS) Level A qualification
LMAPC - Lifetime Mortgage Advice and Practice Certificate (CIOBS) Level A qualification
MAPC - Mortgage Advice and Practice Certificate (CIOBS) Level A qualification

Institute of Financial Planning (IFP)

CFP - Certified Financial Planner Licence (IFP) Level B designation
FIFP - Fellow of the Institute of Financial Planning (IFP) Level B qualification

ifs School of Finance (IFS)

ACIB Pre 1996 - Associate of the Chartered Institute of Bankers (IFS) Level B qualification
Adv CeMAP - Advanced Certificate in Mortgage Advice and Practice Level A qualification
CeLM - Certificate in Lifetime Mortgages (IFS) Level A qualification
CeMAP - Certificate in Mortgage Advice and Practice (IFS) Level A qualification
CeRER - Certificate in Regulated Equity Release (IFS) Level A qualification
CIB Pensions - Pensions Paper (CIB) Level A qualification
PIC - Professional Investment Certificate (IFS) Level A qualification

Personal Finance Society (PFS)

APFS - Associate, Personal Finance Society (PFS) Level B designation
Dip PFS - Personal Finance Society Diploma (PFS) Level B designation
FPFS - Fellow, Personal Finance Society (PFS) Level B designation

Pensions Management Institute (PMI)

APMI - Associate, Pensions Management Institute (PMI) Level B qualification

Securities & Investment Institute (SII)

Cert IM - Certificate in Investment Management (SII) Level A qualification
MSI - Diploma (SII) Level B qualification

 

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