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 PracticeAdvDipFA
Advanced Diploma in Financial AdviceAPFS
Advanced Diploma in Financial PlanningAwPETR
Award in Pension Transfer AdviceAwSRE
Award in Supervision in a Regulated EnvironmentCeLTC
Certificate in Long-Term Care PlanningCeLTM
Certificate in Lifetime MortgagesCeMAP
Certificate in Mortgage Advice and PracticeCeRCC
Certificate in Regulated Customer CareCeRCH
Certificate in Regulated Complaints Handling (CeRCH)CeRER
Certificate in Regulated Equity ReleaseCert CII
Financial Planning CertificateCert CII (ER)
Certificate in Equity ReleaseCert CII (MP)
Certificate in Mortgage PlanningCertLTCP
Certificate in Long Term Care and Later Life PlanningCertPFA
Certificate in Paraplanning and Financial AdministrationCertPFS
Certificate in Financial PlanningCertPRO
Certificate in ProtectionCeSRE
Certificate in Supervising in a Regulated EnvironmentDipFA
Diploma for Financial AdvisersDipPFS
Diploma in Financial PlanningFPFS
Fellow of the Personal Finance SocietyFPMI
Fellowship of the Pensions Management InstituteMLIBF
Member of the Institute of Banking and FinanceAdv DipFA
Level 6 Diploma in Financial Advice