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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, delivered on RevisionMate.
- Revision aids: Key Facts Booklet, Audio Revision, E-learn (delivered on RevisionMate).
- 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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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, delivered on RevisionMate.
- 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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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, delivered on RevisionMate.
- Assessment entry.
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
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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This unit has now been withdrawn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, delivered on RevisionMate.
- Assessment entry.
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available