• Qualifications
• Course list
• Download a brochure/Information sheet
• Essential Information
• Financial Capability
• Register for a course
• Find an exam centre
• Book an exam
• Syllabuses
• Support & exam information
• Testimonials
• Forms
• Customer Service Statement
• Who awards the qualifications
• Regulations & policy statements

Course list

These links provide an overview of each course. Further course information can be found in the Support and exam information section.

Age 14 - 19 courses

• Foundation Certificate in Personal Finance (FCPF)
• Intermediate Certificate in Personal Finance (ICPF)
• Certificate in Financial Studies (CeFS)
• Diploma in Financial Studies (DipFS)

Adult Education

• Award in Personal Financial Planning (APFP)
• Certificate in Personal Financial Planning (CPFP)
• Diploma in Personal Financial Planning (DPFP)

Certificate courses

• Certificate for Financial Advisers (CeFA®)
• Certificate in Mortgage Advice and Practice (CeMAP®)
• Certificate of Regulated General Insurance (CeRGI®)
• Certified Documentary Credit Specialist (CDCS)
• Customer Service Professional (CSP)
• Certificate in Regulated Customer Care (CeRCC)
• Certificate in Regulated Complaints Handling (CeRCH)
• Advanced Certificate In Mortgage Advice and Practice (Adv CeMAP®)
• Certificate in Commercial Mortgages (CeCM)
• Certificate in Supervising in a Regulated Environment (CeSRE)
• Certificate in Regulated Equity Release (CeRER)
• Certificate in Regulated Equity Release (CeRER) 'top-up' unit

New - Diploma for Financial Advisers, register your interest here.

Professional and Applied Diploma courses

• Professional Diploma in Financial Services Management (Professional DFSM®)
• Applied Diploma in Corporate Banking (Applied DFSM® - Corporate)
• Applied Diploma in Retailing Financial Services (Applied DFSM® - Retail)
• Applied Diploma in Risk and Insurance Management (Applied DFSM® - Risk and Insurance)

Diploma in Higher Education - in partnership with the University of Kent

• Diploma in Higher Education in Financial Markets and Management with the Affiliateship of the ifs School of Finance (Dip HE)

'Foundation Degree - in partnership with the University of Kent

• Foundation Degree in Financial Markets and Management with the Affiliateship of the ifs School of Finance (FdSc)

Degree courses

Full time - in partnership with the University of Surrey

• BSc (Hons) in Financial Services Management/Associateship (Aifs)

Part Time - in partnership with the University of Manchester

• BSc (Hons) in Financial Markets and Management/Associateship (BSc/Aifs)
• Associateship Pathway for graduates of the University of London External Systems BSc (Hons) in Banking and Finance

Important: Phase-out information for BSc/Aifs

• BSc (Hons) Degree in Financial Services and Associateship (BSc/Aifs)
• Associateship of The Chartered Institute of Bankers 'top-up' award (ACIB/Aifs)
• BSc (Hons) Degree in Financial Services and Associateship - Risk and Insurance Management (BSc/RIM)
• BSc (Hons) Degree in Financial Services and Associateship - Retailing Financial Services (BSc/RFS)
• BSc (Hons) Degree in Financial Services and Associateship - Corporate Banking (BSc/CB)
• Associateship of The Chartered Insurance Institute 'top-up' award (Aifs)

Tailored courses

• Bank of Scotland Corporate - Certificate in Corporate Banking
• ABFA - Asset Based Finance Association Diploma (Dip ABFA)
• Fortis - Applied Diploma in Corporate Banking
• Fortis - Professional Diploma in Financial Services Management
• HBOS - Certificate in Business Banking
• HSBC - Applied Diploma in Corporate Banking (Applied DFSM® - Corporate)
• HSBC - Applied Diploma in Retailing Financial Services (Applied DFSM® - Retail)
• Lloyds TSB - Professional Diploma in Financial Services Management
• Lloyds TSB - Certificate and Diploma in Business Banking
• NACFB - Diploma in Commercial Finance
• RBS Group - Applied Diploma in Corporate Banking (ADCB)
• RBS Group - Certificate and Diploma in Retail Credit
• RBS Group - Diploma in Customer Relationship Management (DipCRM)
• VISA - Certificate in Bank Card Management