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Paraplanning (J09)
Paraplanning (J09) develops knowledge and understanding of the role of the paraplanner in providing financial services, and how to evaluate and analyse the customer's financial circumstances to provide potential solutions.
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
- Coursework Assessment Type
- English (United Kingdom) English (United Kingdom)
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Retirement Income Planning (AF8)
The objective of Retirement Income Planning (AF8) is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement.
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
- 150 Study Hours
- Coursework Assessment Type
- English (United Kingdom) English (United Kingdom)
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Senior Management and Supervision (AF6)
The objective of Senior Management and Supervision (AF6) is to develop the candidates' ability to apply and evaluate supervision principles and practices in a retail financial services business.
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
- 150 Study Hours
- Coursework Assessment Type
- English (United Kingdom) English (United Kingdom)