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  1. Personal Taxation (R03)

    Personal Taxation (R03)

    Personal Taxation (R03) develops your knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Additional revision aids.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 50 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 10 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  2. Regulated Retail Investment Adviser Re-evaluation (RAR)

    Regulated Retail Investment Adviser Re-evaluation (RAR)

    As part of the drive towards raising the standards and competence of financial advisers, the Financial Conduct Authority (FCA) approached the CII to create a re-evaluation test of the knowledge required to practice as a retail investment adviser.

    The level 4 Diploma became the standard when the Retail Distribution Review came into force at the start of 2013. Advisers complete a minimum of 35 hours continuous professional development each year with the aim of maintaining and updating their knowledge. Only a few firms test their advisers' knowledge yearly as part of their Statement of Professional Standing. We believe that advisers having a good level of knowledge is the foundation to giving sound financial advice.

    More info
    Purchase unit
    • UK Market
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • N/A CII Credits CII Credits
  3. Securities Advice and Dealing (J12)

    Securities Advice and Dealing (J12)

    Securities and Advice Dealing (J12) develops knowledge and understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 70 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  4. UK Financial Services, Regulation and Ethics (CF1)

    UK Financial Services, Regulation and Ethics (CF1)

    UK Financial Services, Regulation and Ethics (CF1) develops your understanding of the financial services industry including regulation and legislation.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Additional revision aids.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available

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