David Ewens is a Chartered Financial Planner and Fellow of the Personal Finance Society.
I have the following qualifications and exams:
General
- CII level 6 Advanced Diploma in Financial Planning
- CII AF5 Financial Planning Process
- CII LP2 Financial services products and solutions
Investment
- CII G20 Personal Investment Planning
- CII G10 Taxation and Trusts
- CII SV1 Savings and Investments
Pensions
- CII AF3 Pensions Planning
- CII J05 Pension Income Options
- CII J04 Pension Funding Options
- CII R08 Pensions update
Mortgages
- CII level 3 Certificate in Mortgage Advice
- IFS level 3 Certificate in Mortgage Advice & Practice
- CII R07 Advanced mortgage advice
Equity Release
- CII level 3 Certificate in Equity Release
- CII level 3 Certificate in Financial Planning & Lifetime Mortgage activities
- CII HR1 Home Reversion Plans
Long Term Care
- CII Certificate in Financial Planning & Long Term Care Insurance
Protection Insurance
- CII R05 Financial protection
- CII GR1 Group Risk