| Qualification | Abbreviation | Year |
| Financial Planning Certificate | FPC | 1997 |
| Advanced Financial Planning Certificate | AFPC | 2000 |
| Taxation & Trusts | G10 | 1997 |
| Personal Investment Planning | G20 | 1998 |
| Retirement Options | K10 | 1999 |
| Mortgage Advice Qualification | MAQ | 2000 |
| Equity Release | ER1 | 2008 |
| Investment Principles, Markets and Environments | JO6 | 2009 |
| Investment Management Certificate | IMC | 2010 |
| Certificate in IT for Insurance Professionals | CITIP | 2007 |
| Microsoft Certified Professional | MCP | 2006 |