This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
Perrett & Co. is a leading firm of Independent Financial Planners in the East Midlands, offering high quality, competitively priced services to private individuals and businesses. Free initial consultations. No obligation. Opening Times: Monday - Friday 9:00am - 5.00pm.
Please visit our website or contact us by phone.
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