AF3 – Pension Planning: This examination assesses the candidate’s ability to develop an understanding of the main Pension planning issues.
AF5 – Financial Planning Process: This examination assesses the candidate’s ability to develop an understanding of the Financial Planning process when giving advice to clients.
J02 – Trusts: This examination assesses the candidate’s ability to develop an understanding of various types of Trusts.
J04 – Pension Funding Options: This examination assesses the candidate’s ability to develop an understanding of Pension Schemes and the Legal framework for pensions.
J05 – Pension Income Options: This examination assesses the candidate’s ability to develop an understanding of Pension crystallisation and the drawing of income via various options.
R01 – Financial Services, Regulation and Ethics: This qualification assesses a knowledge and understanding of the Financial Services Industry.
R02 – Investment Principles and Risk: This qualification assesses a knowledge and understanding of Investment products and the application of the Investment advice process.
R03 – Personal Taxation: This qualification assesses a knowledge and understanding of the UK Taxation systems, and the ability to analyse the taxation treatment of individuals and Trusts during the investment process.
CF1 – UK Financial Services Regulation and Ethics: This examination assesses the knowledge and understanding of the purpose and structure of the UK Financial Services Industry.
CF2 – Investment and Risk: This examination assesses a knowledge and understanding of investment products and the risks involved.
CF3 -Financial Protection: This examination assesses a knowledge and understanding of Financial Protection plans.
CF4 – Retirement Planning: This examination assesses a knowledge and understanding of the various pension products, The pension tax regime and Retirement needs.
CF5 – Integrated Financial Planning: This examination assesses a knowledge and understanding of The Financial Services Industry and its regulation, Processes and Products.
CF6 – Certificate in Mortgage Advice: This qualification assesses a knowledge and understanding of the UK Regulation Environment in the Financial Services Industry, Mortgage Products, Repayment Options and the giving of Mortgage Advice.
CF8 – Certificate in Financial Planning and Long Term Care Insurance: This qualification assesses a knowledge and understanding of the UK Regulations Environment in the Financial Services Industry, Long Term Care Insurance Products and giving of Long Term Care Insurance Advice.
ER1– Equity Release: This qualification assesses a knowledge and understanding of the different types of Equity Release Products, risks to the consumer associated with Equity Release and the application of suitable Equity Release products.
