The AF Advanced Diploma in Financial Planning, AF1-AF8 is set at QCF level 6. These exams enable financial advisers to develop specialist financial planning capabilities in the areas of taxation, trusts, business, pensions, Investments, supervision, management and financial planning. Completion leads to the coveted Chartered Financial Planner status.

The RO Diploma in Regulated Financial Planning, RO1-RO6 is the benchmark qualification for financial advisers. It was created to meet the QCF regulatory level 4 exam standards. Areas covered includes financial services, regulation and ethics, Investment, personal taxation, pensions, protection and holistic financial planning.

The JO Diploma in Financial Planning develops core technical knowledge across a broad range of key advisory areas. It meets the QCF regulatory level 4 exam standards. It cover specialisms such as trusts, business, pensions, supervision and management, Investment management and securities.