Features
Qualifications and credentials
The letters after your name, explained - so a visitor knows what they mean.
Page section, filed under Trust & compliance. For Financial services.
Live example. This is the real thing, running on this page exactly as it would on your site. Try it.
Our qualifications
What each one means
- Chartered Financial Planner
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An individual title from the Personal Finance Society. To hold it, an adviser needs the Level 6 Advanced Diploma in Financial Planning or PFS Fellowship, five years' relevant experience and current PFS membership.
Personal Finance Society (part of the Chartered Insurance Institute)
- DipPFS Diploma in Regulated Financial Planning
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The CII's Level 4 Diploma in Regulated Financial Planning, which meets the FCA's qualification requirements for retail investment advisers. Using the letters requires current Personal Finance Society membership.
Personal Finance Society (part of the Chartered Insurance Institute)
- CeMAP Certificate in Mortgage Advice and Practice
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A Level 3 mortgage advice qualification that meets the FCA's examination standards. It's made up of three modules covering five compulsory units.
LIBF, part of Walbrook Institute London
Also: Certificate in Discretionary Investment Management
What it does
DipPFS, CeMAP, Chartered, Fellow. Advisers work hard for these and then put them in small type where nobody knows what they signify.
This puts each qualification on the page with a plain sentence explaining what it is. A visitor comparing you with the firm down the road can finally see a difference, and it's a difference in your favour.
Same for Chartered and Fellowship titles, later-life accreditation, and the Chartered or accredited status your firm holds.
How it works
Tick your qualifications from a list, or add your own. The explanations are written for you, so nobody has to sit down and draft a paragraph about what Chartered status means.
Free review, no obligation - a real person comes back to you