| Qualification | Abbreviation | Year |
| UK financial services, regulation and ethics | CF1 | 2005 |
| Investment and risk | CF2 | 2007 |
| Financial protection | CF3 | 2008 |
| Retirement planning | CF4 | 2009 |
| Integrated financial planning | CF5 | 2009 |
| Mortgage advice | CF6 | 2010 |
| Equity Release | ER1 | 2010 |