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Investment, Wealth Management and Financial Services
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Qualifications

Please see references below regarding qualifications and their abbreviations.


    Accountants

  • ACA - Chartered Accountant
  • ACMA - Cost & Management Accountant
  • CGMA - Chartered Management Accountant
  • ACCA - Commercial Certified Accountant
  • CPA - Certified Public Accountant


  • Compliance

  • IFQ - Islamic Finance Qualification
  • FIMBRA: Financial Intermediaries, Managers, And Brokers Regulatory Association
  • ICA: International Compliance Association_Diploma In Compliance
  • Diploma In Investment & Compliance
  • Certificate In Anti Money Laundering
  • Certificate In Compliance
  • Certificate In Financial Crime Prevention


  • Investment and Wealth

  • PCIAM - Private Client Investment Advice & Management
  • CISI - Chartered Institute For Securities and Investment Private Client Advice
  • IAD - Investment Advice Diploma/Chartered Wealth Manager Qualification
  • CFA - Chartered Financial Analyst
  • IAQ - Investment Administration Qualification.
  • CAIA - Chartered Alternative Investment Analyst
  • IMC - Investment Management Certificate
  • IOC - Investment Operational Certificate
  • Dip PFS - Diploma in financial planning
  • Dip FA - Level 4 Diploma Financial Advisors


  • Pensions

  • QPA - Qualification in Pensions Administration
  • CPC - Certificate in Pensions Calculations
  • DPC - Diploma in Pensions Calculations
  • RPC - Retirement Provision Certificate
  • APMI - Advanced Diploma in Retirement Provision


Latest Blog Entries


Pound slides to four-m...

The pound has sunk to a four-month low against the dollar after cross-party Brexit talks between the Conservatives and Labour collapsed. By midday, the pound was 0.33% lower against the dolla...

Posted on 17 May 2019 @ 3:13 pm


Spain alarmed by Frenc...

A female brown bear released in the French Pyrenees has killed eight sheep in Spain, prompting emergency talks between the two countries. Claverina is now roaming through the mountains of Nava...

Posted on 17 May 2019 @ 3:10 pm


Microsoft and Sony str...

Microsoft and Sony have formed a partnership on video games streaming, despite being fierce competitors. It is expected Sony will use Microsoft’s Azure cloud service to host its upcoming Pla...

Posted on 17 May 2019 @ 3:08 pm

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