Andrew Hennah

To be eligible to become a member of The London Institute of Banking and Finance, individuals must: Hold or be currently studying a LIBF qualification at Level 3 or above, such as CeMAP, CDCS, or DipFA or hold an equivalent qualification from another provider, and agree to abide by our Code of Ethics.

CPFA status is awarded to those who are a fully active financial adviser, a Member of LIBF, and hold an LIBF Statement of Professional Standing.

This is the industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and the skills to effectively apply this knowledge when advising a client.

This diploma is a high-quality route for meeting the standards required to provide financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding of the profession and practical skills to apply in practice.

This 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.

Provides a thorough grounding in the mortgage application process, including the different products available and the issues borrowers may face after completion.

This unit enables you to provide a holistic assessment of clients’ mortgage needs. Individuals will gain an understanding of the analysis of clients’ circumstances in order to provide suitable solutions.

This module builds an understanding of the UK taxation system and equips individuals with the ability to analyse the tax treatment of individuals and trusts when advising on investments.

Individuals explore the economic impact of investments, investment products, and theories, preparing them to guide clients in achieving their financial goals.

Learn about the importance of financial protection. Individuals cover state benefits, protection policies, and how to identify and address clients’ protection needs and priorities effectively.

Individuals gain a thorough understanding of retirement planning, including state pensions, taxation, and the structure of defined benefit (DB) and defined contribution (DC) schemes, so they can effectively advise clients on their retirement options.

Through this coursework module, individuals develop their ability to provide effective financial planning by gathering and analysing client information, and applying knowledge from previous modules to create and communicate tailored solutions.