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Financial Planning Practice (R06)
Financial Planning Practice (R06) has been developed to help advisers develop and demonstrate their financial planning capabilities.
The default enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only.
- Additional revision aids
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- Key Facts Booklet
- Audio Revision
- E-learn
- Assessment entry
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Investment Planning (AF4)
The objective of Investment Planning (AF4) is to develop in depth financial planning skills related to investments and the management of investment portfolios.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only.
- Additional revision aids.
- Assessment entry.
- UK Market
- 150 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Pension Income Options (J05)
Pension Income Options (J05) develops knowledge and understanding of pension crystallisation and the drawing of income via various options.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only.
- Assessment entry.
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
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Pension Transfers (AF7)
The objective of Pension Transfers (AF7) is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. This unit brings you up to date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops your advice skills across a range of client circumstances and scenarios.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only.
- Additional revision aids.
- Assessment entry.
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Personal Tax and Trust Planning (AF1)
The objective of Personal Tax and Trust Planning (AF1) is to develop in depth financial planning skills related to personal tax and trusts.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only.
- Additional revision aids.
- Assessment entry.
- UK Market
- 150 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Principles of Takaful (590)
Principles of Takaful (590) provides knowledge and understanding of how and why Takaful operates as an Islamic variant of insurance; the technical and operational aspects of Takaful; and the role of Takaful in the global marketplace.
590/595 has now been withdrawn, following the final exam session on 14 March 2023.
Please click here for more information.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only.
- Assessment entry.
- UK Market
- 120 Study Hours
- Written Exam Assessment Type
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Supervision in a Regulated Environment (J07)
Supervision in a Regulated Environment (J07) provides an overview of the knowledge required to supervise someone who gives advice on regulated products under the FCA Training and Competence (T&C) requirements in the UK. This includes investment advisers, those who provide advice on mortgages and insurance, and some administration functions covered under the ‘overseer’ rules.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only.
- Assessment entry.
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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The Tax and Legal Aspects of Business (J03)
This unit has now been withdrawn
The Tax and Legal Aspects of Business (J03) develops knowledge and understanding of corporate taxation and legal aspects of business.
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
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Trusts (J02)
Trusts (J02) develops knowledge and understanding of the various types of trusts.
The default enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only
- Assessment entry
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available