| Qualification | Abbreviation | Year |
| Pension Income Options | JO5 | 2008 |
| Investment Principles, Markets and Environments | JO6 | 2007 |
| Home Reversion Plans | HR1 | 2007 |
| Certified Financial Planner | CFP | 2006 |
| Savings & Investments | SV1 | 2004 |
| Pension Investment Options | K20 | 2004 |
| Long-term care, life and health protection | G80 | 2003 |
| Retirement Options | K10 | 2002 |
| Mortgage Advice Qualification | MAQ | 2000 |
| Financial Planning Certificate | FPC | 1996 |
| Certificate in Insurance Practice | CIP | 1995 |
| Pensions | CF9 | 2006 |
| Financial services and their regulation | FP1 | 1995 |
| Protection, savings and investment products | FP2 | 1995 |
| Identifying and satisfying client needs | FP3 | 1996 |
| Diploma in Financial Planning | DipPFS | 2007 |