Qualifications for Financial Advisers Details Page
Welcome to the Financial Adviser qualification area. Select a qualification below to view details or, alternatively, use our online registration system if you know what you want to register for.
Under proposals within the FSA's Retail Distribution Review, any individual who wishes to advise customers on retail investment products after 2012 will be required to hold a recognised Level 4 qualification.
The ifs School of Finance's Diploma for Financial Advisers (DipFA) is a qualification specifically designed for financial advisers who wish to enhance their prospects by demonstrating a higher level of knowledge and skills. It is accredited at Level 4 in the National Qualifications Framework and is approved by the FSA as a 'transitional' qualification permitted within its 'no regrets' policy. Read further information on the RDR.
The ifs School of Finance also offers CeFA®, the well established Level 3 benchmark qualification for financial advisers, and a number of further qualifications for advisers who are seeking to further enhance their knowledge or develop understanding in specific areas: