| Qualification | Abbreviation | Year |
| Diploma in Financial Planning | DipPFS | 2009 |
| Financial Planning Certificate | FPC | 2000 |
| Taxation & Trusts | G10 | 2000 |
| Personal Investment Planning | G20 | 2000 |
| Lifetime Mortgages | CF7 | 2007 |
| Home Reversion Plans | HR1 | 2007 |
| Long Term Care | CF8 | 2008 |
| Pension Funding Options | JO4 | 2009 |
| Pension Income Options | JO5 | 2009 |
| Mortgage Advice Qualification | MAQ | 2000 |