CF9 - Pensions Simplification (CII)
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
J08 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
J01 - Personal Tax (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
AF4 - Investment Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
FP3 - Identifying and satisfying client needs (CII)
This exam accesses understanding of identifying and satisfying client needs.
FP2 - Protection, savings and investment products (CII)
This exam accesses understanding of protection, savings and investment products.
FP1 - Financial services and their regulation (CII)
This exam accesses understanding of the financial services and their regulation.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.