Qualifi Financial Planning qualification

Saturday, 14 February 2026 02:56:29

International Students can apply

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Qualifi Financial Planning qualification

Overview

Qualifi Financial Planning qualification

Designed for aspiring financial planners, this comprehensive program equips individuals with the knowledge and skills needed to excel in the dynamic world of financial services. Covering topics such as investment strategies, retirement planning, and risk management, this qualification is ideal for those seeking a rewarding career in the finance industry. Whether you are a recent graduate or a seasoned professional looking to upskill, this qualification will provide you with the expertise to succeed in this competitive field. Take the first step towards a successful career in financial planning and enroll in the Qualifi Financial Planning qualification today!

Embark on a rewarding journey with the Qualifi Financial Planning qualification. This comprehensive course equips you with the skills and knowledge needed to excel in the dynamic world of financial planning. Gain a deep understanding of investment strategies, retirement planning, and wealth management to help clients achieve their financial goals. With a Qualifi qualification, you can unlock a plethora of career opportunities in the finance industry, from financial advisor to wealth manager. Stand out in the competitive job market with this esteemed qualification that showcases your expertise and dedication to helping others secure their financial future. (13)

Entry requirements




International Students can apply

Joining our world will be life-changing with a student body representing over 157 nationalities.

LSIB is truly an international institution with history of welcoming students from around the world. With us, you're not just a student, you're a member.

Course Content

• Financial Services, Regulation and Ethics
• Personal Taxation
• Investment Principles and Risk
• Retirement Planning
• Financial Protection
• Financial Planning Practice
• Mortgage Advice
• Pensions and Retirement Planning
• Trusts and Estate Planning

Assessment

The assessment is done via submission of assignment. There are no written exams.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration

The programme is available in two duration modes:

6 months: GBP £1250
9 months: GBP £950
This programme does not have any additional costs.
The fee is payable in monthly, quarterly, half yearly instalments.
You can avail 5% discount if you pay the full fee upfront in 1 instalment

6 months - GBP £1250

9 months - GBP £950

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Accreditation

 Awarded by an OfQual regulated awarding body

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  • 1. Complete the online enrolment form and Pay enrolment fee of GBP £10.
  • 2. Wait for our email with course start dates and fee payment plans. Your course starts once you pay the course fee.
  • Apply Now
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Got questions? Get in touch

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+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Career Opportunity Description
Financial Planner Primary Keyword: Financial Planner, Secondary Keyword: Financial Planning. Financial planners help individuals and businesses create financial plans to achieve their goals, including retirement savings, investments, and insurance.
Wealth Manager Primary Keyword: Wealth Manager, Secondary Keyword: Financial Planning. Wealth managers work with high-net-worth individuals to manage their investments, estate planning, and overall financial well-being.
Investment Advisor Primary Keyword: Investment Advisor, Secondary Keyword: Financial Planning. Investment advisors provide advice on investment strategies, asset allocation, and risk management to help clients grow their wealth.
Retirement Planner Primary Keyword: Retirement Planner, Secondary Keyword: Financial Planning. Retirement planners specialize in helping individuals plan for a financially secure retirement by analyzing income sources, expenses, and savings goals.
Estate Planner Primary Keyword: Estate Planner, Secondary Keyword: Financial Planning. Estate planners assist clients in creating estate plans, including wills, trusts, and other strategies to ensure the smooth transfer of assets to heirs.

Key facts about Qualifi Financial Planning qualification

Qualifi Financial Planning qualification equips individuals with the necessary skills and knowledge to excel in the financial planning industry. The learning outcomes include understanding financial products, developing financial plans, and providing sound advice to clients. Students will also learn about regulatory requirements and ethical considerations in financial planning.
The duration of the Qualifi Financial Planning qualification varies depending on the mode of study and individual pace. Typically, students can complete the qualification within a year of full-time study or longer if studying part-time. The flexible nature of the program allows students to balance their studies with other commitments.
Industry relevance is a key feature of the Qualifi Financial Planning qualification, as it is designed to meet the needs of the financial services sector. Graduates are well-prepared to pursue careers as financial planners, advisors, or consultants in various financial institutions. The qualification is recognized by industry bodies and employers, enhancing graduates' employability and career prospects in the competitive financial services industry.
Overall, the Qualifi Financial Planning qualification offers a comprehensive and practical approach to financial planning, preparing students for successful careers in the dynamic and rewarding field of financial services.

Why this course?

The Qualifi Financial Planning qualification holds significant importance in today's market, especially in the UK where the demand for skilled financial planners is on the rise. According to recent statistics, the financial services sector in the UK contributes over £132 billion to the economy annually and employs over 1.1 million people. With the increasing complexity of financial products and regulations, there is a growing need for qualified professionals who can provide expert advice and guidance to individuals and businesses. Obtaining a Qualifi Financial Planning qualification not only enhances one's knowledge and skills in areas such as investment planning, retirement planning, and tax planning but also demonstrates a commitment to professionalism and ethical standards in the industry. Employers are increasingly seeking candidates with recognized qualifications to ensure compliance with regulatory requirements and to provide clients with the highest level of service. In today's competitive market, having a Qualifi Financial Planning qualification can set individuals apart from their peers and open up new opportunities for career advancement. By staying current with industry trends and acquiring specialized knowledge, professionals can position themselves as trusted advisors in the ever-evolving financial services landscape.

Who should enrol in Qualifi Financial Planning qualification?

The ideal audience for the Qualifi Financial Planning qualification is individuals looking to pursue a career in financial services.
This qualification is perfect for those interested in becoming financial advisors, wealth managers, or investment analysts.
In the UK, the financial services sector employs over 1.1 million people, offering a wide range of career opportunities for qualified professionals.
By obtaining this qualification, learners can enhance their knowledge and skills in financial planning, investment strategies, and risk management.