This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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 exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
At Truly Independent we are committed to providing accessible,affordable,truly independent financial advice individually tailored to your requirements.We are dedicated to building lasting relationships with our clients and professional connections based on mutual respect and benefit.
We specialise in the Pension,Investment,Mortgages and Equity Release markets helping our clients towards there goals and aspirations.
9 Forres Gate, Giffnock, Glasgow, G46 6NT
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