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Asset, Investment, Wealth Management and Financial Services
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Qualifications

Please see references below regarding qualifications and their abbreviations.


    Accountants

  • ACA - Chartered Accountant
  • ACMA - Cost & Management Accountant
  • CGMA - Chartered Management Accountant
  • ACCA - Commercial Certified Accountant
  • CPA - Certified Public Accountant


  • Compliance

  • IFQ - Islamic Finance Qualification
  • FIMBRA: Financial Intermediaries, Managers, And Brokers Regulatory Association
  • ICA: International Compliance Association_Diploma In Compliance
  • Diploma In Investment & Compliance
  • Certificate In Anti Money Laundering
  • Certificate In Compliance
  • Certificate In Financial Crime Prevention


  • Investment and Wealth

  • PCIAM - Private Client Investment Advice & Management
  • CISI - Chartered Institute For Securities and Investment Private Client Advice
  • IAD - Investment Advice Diploma/Chartered Wealth Manager Qualification
  • CFA - Chartered Financial Analyst
  • IAQ - Investment Administration Qualification.
  • CAIA - Chartered Alternative Investment Analyst
  • IMC - Investment Management Certificate
  • IOC - Investment Operational Certificate
  • Dip PFS - Diploma in financial planning
  • Dip FA - Level 4 Diploma Financial Advisors


  • Pensions

  • QPA - Qualification in Pensions Administration
  • CPC - Certificate in Pensions Calculations
  • DPC - Diploma in Pensions Calculations
  • RPC - Retirement Provision Certificate
  • APMI - Advanced Diploma in Retirement Provision


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