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Financial and mortgage advice qualifications

Support your customers with their lifelong financial ambitions

Our financial advice and mortgage advice qualifications support you throughout your career, whether you are starting out in an administration and planning role or are an experienced practitioner seeking to achieve chartered status.

Mortgage advice qualifications

Certificate in Mortgage Advice and Practice (CeMAP) Level 3

The industry-standard qualification, CeMAP provides a practical approach to study and covers the core aspects of the mortgage market, laws and regulations.


When you pass you can apply for your licence to practise as a regulated mortgage adviser.

Explore CeMAP qualification

CeMAP Diploma Level 4

Increase your mortgage expertise and take the next step in your career with CeMAP Diploma.


If you have CeMAP – or an equivalent Level 3 mortgage qualification – you only need to complete one further module to get your CeMAP Diploma.

Explore CeMAP Diploma qualification

Certified Practitioner in Specialist Property Finance (CPSP) Level 3

Created in association with the Financial Intermediary and Broker Association (FIBA) and the Bridging and Development Lenders Association (BDLA), you can learn to advise on commercial lending, buy-to-let, bridging loans and development finance.

This will support you to broker deals and get good outcomes for clients in this specialist market.


Explore CPSP training

CeMAP Professional and CeMAP Advanced Professional

CeMAP Professional is a status that you can display to your clients, employers and peers to confirm that you:

  • actively pursue personal development to ensure your knowledge of the mortgage industry is current

  • work in a professional and ethical manner.


Get CeMAP Professional designation

Certificate in Protection (CertPro) Level 3

CertPro will teach you about the mortgage protection sector and its rules and regulations. This could help you take your first step towards a career in mortgage protection or mortgage advice.


Explore CertPro qualification

Certificate in Regulated Equity Release (CeRER) Level 3

Support your customers to release value in their homes with the appropriate equity-release schemes. If you currently hold CeMAP, being qualified to advise on equity release will add to your skill set.

Explore CeRER qualification

Financial advice qualifications

Diploma for Financial Advisers (DipFA) Level 4

Take your first step to becoming a qualified financial adviser and embark on a rewarding new career.


The DipFA is a minimum level qualification you need to become a financial adviser, as laid down by the Financial Conduct Authority (FCA).


Explore DipFA qualification

Level 6 Diploma in Financial Advice (Adv DipFA)

As a Level 6 qualified financial adviser, you’ll demonstrate the highest level of professionalism – both important to showcase your credentials and for your customers to know they are getting the best service. The Adv DipFA will broaden your skillset and help you achieve chartered status.


Explore Adv DipFA qualification

Certificate in Long Term Care and Later Life Planning (CertLTCP) Level 4

The certificate has been designed to meet the regulatory requirement for advising on long-term care and develops the knowledge and practical application of the different types of long-term care insurance.



Explore CertLTCP qualification

Level 6 Financial Planning in Retirement (FPIR)

FPIR will develop your knowledge and understanding across a broad range of areas relevant to later life financial planning – enabling you to offer advice in more areas, from pensions and inheritance tax to long-term care and equity release.



Explore FPIR qualification

Financial Services, Regulation and Ethics (FSRE)

The Financial Services, Regulation and Ethics qualification prepares you to work within the retail financial advice sector and provides a platform for continued studies within financial services.


Explore FSRE qualification

Diploma in Paraplanning (DipPP) Level 4

DipPP will give you the knowledge and skills you need to meet new challenges in paraplanning and demonstrate your professional expertise.



Explore DipPP qualification

Level 6 Pension Transfers (PETR)

Meet the FCA regulations for providing advice on pension transfers in as little as five months with this cost-effective and practically-orientated Level 6 qualification. You can study this individually or part of Adv DipFA.


Explore PETR qualification

Statements of Professional Standing (SPS)

LIBF is an FCA Accredited Body and issues Statements of Professional Standing (SPS) for regulated financial advisers. These are required for those practising as a professional retail investment adviser in the UK.


Find out more about SPS

Questions about our professional qualifications?

If you have any questions about our professional qualifications in finance and banking, please contact our customer services team.


Festive closure: our office will be closed from 5:00pm on 24 December 2024, reopening at 8:00am on 2 January 2025 (UK time). We hope you have a wonderful festive season and look forward to supporting you in the new year.


Our professional qualification customer services office is open:
Monday to Friday from 8.00am to 6.00pm UK time (excluding the festive closure period).