Matthew Miles

‍CII - Certificate in Financial Planning

• CF1 UK Financial Services Regulation and Ethics
• CF2 Investments and Risk
• CF3 Financial Protection Planning
• CF4 Pension Planning
• CF5 Integrated Financial Planning

CII - Regulated Diploma in Financial Planning

• J11 Wraps and Platforms
• RAR Retail Advice Review paper
• RO1 Financial Services Regulation and Ethics
• RO2 Investment Principles and Risk
• RO3 Personal Taxation
• RO4 Pensions and Retirement Planning
• RO6 Financial Planning Practice

CII - Advanced Diploma, Retirement Income Planning‍

• AF8 Retirement Income Planning

CISI - Advanced Diploma‍

• Level 6 Advanced Financial Planning (Merit)  

*CII = Chartered Insurance Institute
*CISI = Chartered Institute for Securities and Investments
We are both members of the CISI and also the PFS
*PFS = Personal Finance Society