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The London Institute of Banking and Finance Qualifications

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by Nick Green
Last updated November 3, 2022

The London Institute of Banking and Finance is the UK’s leading institution for providing education, official qualifications and research in banking, finance, and related fields.

View the qualifications on offer from the LIBF below.

Abv.NameDescriptionLevel
CeMAPCertificate in Mortgage Advice and PracticeThe industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. You will attain the required understanding of mortgage policy and practice and how to effectively apply this when advising a customer.RQF3
CeRERCertificate in Regulated Equity ReleaseQualify to advise for one of the fastest growing industries. This qualification develops an extensive understanding of the environment, products available and the circumstances where equity release is an appropriate solution for the customer.RQF3
CeMAP DiplomaCeMAP DiplomaThe higher level qualification enables you to differentiate yourself from your peers and develops specialist knowledge of the mortgage industry to provide clients with an enhanced level of service.RQF4
DipFADiploma for Financial AdvisersThe Diploma is the cost-effective, high-quality route to meet the standards required for providing financial advice. Achievable in as little as 9 months, the programme is designed to reflect the role of an IFA, providing you with a thorough understanding and the practical skills to apply in practice.RQF4
Adv DipFALevel 6 in Financial AdviceThis advanced qualification enables you to demonstrate the highest of professional standards and achieve Chartered status. Covering the topics of Managing Investments, Pension Transfers, Taxation, Trusts & Tax Compliance and Later Life Planning, it equips you with the expertise required to offer complex financial advice and planning services to customers.RQF6
AwPETRAward in Pension TransfersMeet the standard required for advising on pension transfers in as little as 4 months which this single module qualification. You will attain the required knowledge and practical skills to excel when guiding clients.RQF6
CeFAPCertificate in Financial Administration and PlanningSpecifically designed for professionals working, or aspiring to work, in financial administration and paraplanning roles; it develops the skills for supporting and maintaining client relationships and meeting client priorities. The Certificate also meets the National Occupational Standard (NOS) for paraplanners.RQF3
CeLTCICertificate in Long-Term Care InsuranceThis qualification meets regulatory requirements for advising on long-term care and covers the background and different types of long-term care available, impact of legislation and the relationship between adviser and client.RQF3
FRSEFinancial Services, Regulation and EthicsThis qualification delivers a comprehensive introduction to the UK financial services and focuses on the environment, key components and interrelationships of the financial system, and legal concepts relevant to retail financial advice. It appears in the apprenticeship standards for the Financial Services Administrator and the Compliance / Risk Officer.RQF4
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Author
Nick Green
Nick Green is a financial journalist writing for Unbiased.co.uk, the site that has helped over 10 million people find financial, business and legal advice. Nick has been writing professionally on money and business topics for over 15 years, and has previously written for leading accountancy firms PKF and BDO.