Glossary of qualifications

Our team members hold a range of financial services and management qualifications. You’ll see them listed as acronyms on our team profile pages.

This glossary explains what the acronyms we use on our team pages stand for, so you can better understand how we are qualified to help you.

  • AdvCeMAP

    Advanced Certificate in Mortgage Advice and Practice
  • AdvDipFA

    Advanced Diploma in Financial Advice
  • APFS

    Advanced Diploma in Financial Planning
  • AwPETR

    Award in Pension Transfer Advice
  • AwSRE

    Award in Supervision in a Regulated Environment
  • CeLTC

    Certificate in Long-Term Care Planning
  • CeLTM

    Certificate in Lifetime Mortgages
  • CeMAP

    Certificate in Mortgage Advice and Practice
  • CeRCC

    Certificate in Regulated Customer Care
  • CeRCH

    Certificate in Regulated Complaints Handling (CeRCH)
  • CeRER

    Certificate in Regulated Equity Release
  • Cert CII

    Financial Planning Certificate
  • Cert CII (ER)

    Certificate in Equity Release
  • Cert CII (MP)

    Certificate in Mortgage Planning
  • CertLTCP

    Certificate in Long Term Care and Later Life Planning
  • CertPFA

    Certificate in Paraplanning and Financial Administration
  • CertPFS

    Certificate in Financial Planning
  • CertPRO

    Certificate in Protection
  • CeSRE

    Certificate in Supervising in a Regulated Environment
  • DipFA

    Diploma for Financial Advisers
  • DipPFS

    Diploma in Financial Planning
  • FPFS

    Fellow of the Personal Finance Society
  • FPMI

    Fellowship of the Pensions Management Institute

    Member of the Institute of Banking and Finance
  • Adv DipFA

    Level 6 Diploma in Financial Advice

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