Welcome to Practical Financial Exams
Qualifications and Training for Financial Advisers
Our Products and Services
SCQF Level 9 Financial Philosophy & Ethics Qualification
SCQF Level 9 Financial Philosophy & Ethics is a single unit qualification which aims to develop the competence and capability of UK retail Investment Advisers, including their ethical reasoning, critical thinking, and metacognition within a financial planning context.
✅ 150 hours structured CPD
✅ 30 CII Advanced Diploma level credits
SCQF Level 9 Practical Investment Planning Qualification
SCQF Level 9 Practical Investment Planning is a single unit qualification which assesses the practical and soft skills involved in client interactions and in the synthesis of professional investment advice.
✅ 100 hours structured CPD
✅ 15 CII Advanced Diploma level credits
✅ LIBF Advanced Diploma qualifying specialist unit
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®
Dr Alan Whittle PhD MSc MA FPFS
Dr Alan Whittle PhD MSc MA FPFS
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.
Dr Alan Whittle PhD MSc MA FPFS
Dr Alan Whittle PhD MSc MA FPFS
Dr Alan Whittle PhD MSc MA FPFS
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.
