CII Advanced Diploma Courses

For those aiming towards Chartered Advisor status, our experts have written material that cuts straight to the core of learning. Designed by our Director of Learning and Development, you can expect structured weekly learning with assignments that will prepare you for your exams. Our AF programmes are delivered through a user-friendly platform that can be accessed 24/7. It’s all you will ever need on your journey to Chartered Advisor.

Expert Pensions Online Course

AF1 Personal Tax and Trust Planning

Expert Pensions Online Course

AF4 Investment Planning

Expert Pensions Online Course

AF5 Financial Planning Process

AF7 Pension Transfers

Expert Pensions Online Course

AF8 Retirement Income Planning

CII Diploma Courses

Written by highly qualified tutors, the individual R0 programmes support your journey to the Diploma in Regulated Financial Planning. Structured weekly learning with assignments and timed testing are all independently CPD accredited and delivered through a user-friendly platform that can be accessed 24/7. It’s all you will ever need for your professional development journey.

Expert Pensions Online Course

R01 Regulations and Ethics

Expert Pensions Online Course

R02 Investment Principles and Risk

Expert Pensions Online Course

R03 Personal Taxation

Expert Pensions Online Course

R04 Pensions and Retirement Planning

Expert Pensions Online Course

R05 Financial Protection

Expert Pensions Online Course

R06 Financial Planning Practice

J02 Trusts

CII Certificate Courses

Written by highly qualified tutors, these courses support your journey to the Certificate in Financial Planning as well as offering you access to stand alone courses such as equity release and long term care. Structured weekly learning delivered through a user-friendly platform that can be accessed 24/7. It’s all you will ever need for your professional development journey.

CF6 Mortgage Advice Course

CF6 Mortgage Advice

CF8 Long Term Care

CF8 Long Term Care

ER1 Equity Release

ER1 Equity Release

LP1 Life and Pensions Customer Operations

LP1 Life and Pensions Customer Operations

LP2 Financial Services products and solutions

LP2 Financial Services products and solutions

LP3 course

LP3 Life and Pensions Principles and Practices

CISI Courses

For those working towards CISI qualifications, our experts have written material that cuts straight to the core of learning. Supported by our Head of Learning and Development, you can expect weekly learning that will prepare you for your CISI exams. Our CISI programmes are delivered through a user-friendly platform that can be accessed 24/7. It’s all you will ever need for exam success.

CISI Securities

CISI Securities

CISI Regulation and Professional Integrity

CISI Regulation and Professional Integrity

CISI Investment Risk and Taxation

CISI Investment Risk and Taxation

CISI Financial Planning and Advice

CISI Financial Planning and Advice

CISI PCIAM Course

CISI Private Client Investment Advice & Management (PCIAM)