Welcome to Practical Financial Exams
Qualification and Training Provider for Financial Advisers
Our Products and Services from January 2026
SCQF Level 9 Practical Investment Planning Qualification
Our flagship SCQF Level 9 Practical Investment Planning qualification assesses the soft and practical skills involved in client interactions and in the synthesis of professional investment advice. This is in contrast to traditional financial planning qualifications, which focus on theoretical and technical concepts.
Complementing our SCQF Level 9 Practical Investment Planning qualification is our trademarked Practitioner of Financial Planning status. This comprises the completion of SCQF Level 9 Practical Investment Planning plus membership of AdviserStream Live.
AdviserStream
AdviserStream is a premium on-demand CPD platform created for Financial Advisers who want more than tick-box training.
There are two tiers of membership: Basic (£30pm) and Live (£100pm).
Basic subscription provides access to 30 individual blended learning modules, delivering a total of 35 hours' Structured CPD (including 15 IDD hours).
Premium subscription enables you to be part of the conversation, joining us on our monthly 6-hour workshops, delivering a total of up to 72 hours' Structured CPD every year.
Meet Our Senior Team
Michaela Pashley FPFS PoFP®
Michaela Pashley FPFS PoFP®
Michaela Pashley FPFS PoFP®
Michaela is our Managing Director. She runs PFE day-to-day, is the author of the PIP textbook and assessments, monitors performance of the assessors to ensure consistent marking, delivers training, and provides our T&C services.
Alan Whittle MSc FPFS
Michaela Pashley FPFS PoFP®
Michaela Pashley FPFS PoFP®
Alan is our Head of Assessment. He works closely with Michaela, setting assessment standards, assessing our qualifications candidates, and consulting on the development of the PIP qualification.
