This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
Our advice covers all areas of wealth management, including: retirement planning, savings and investment planning, inheritance tax planning, mortgages and wealth protection.
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