It’s not any one qualification that’s important
– it’s the combination that matters.
The minimum level of qualifications required to be a financial adviser is surprisingly low, and there’s a myriad of different exams, qualifications and accreditations, which can be very confusing. Some are awarded to individuals and others to firms. And then there’s all the letters that can be used after names…
Most assess technical ability in respect of specific subjects, whilst others test application of overall knowledge through case studies. ISO:22222 and British Standards BS:8577 are different and held by a very small minority of individuals and firms. They involve independent reassessments of all aspects of the advisory processes and the business every year.
Please read through the following slides for an introduction to the main qualifications and accreditations we hold.