Advanced Mortgage Advice (R07) develops knowledge and understanding of the key elements of the mortgage process, specialist types of mortgage lending and to test candidates' ability to give appropriate mortgage advice to clients with complex needs and circumstances.

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**

Business Financial Planning (AF2) develop in depth financial planning skills related to business.

AF2 has now been withdrawn, following the final exam session on 26 May

A resit opportunity is being arranged for the second half of 2021, which will only be available for students who have previously failed the unit. This will be based on the 2021/22 tax year and anyone sitting this exam session will have access to the AF2 practice texts (updated for the 2021/22 tax year).

Please note that the case study workbook will not be updated for the new tax year.

For further information please see our FAQs

Discretionary Investment Management (J10) develops knowledge and understanding of the role of the Discretionary Investment Manager, and the ability to analyse and apply financial information and portfolio management skills.

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**

Equity Release (ER1) develops 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 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**

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.
• Assessment entry.

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

The objective of Financial Planning Process (AF5) is to develop an understanding of the financial planning process when giving advice to clients.

Financial Protection (R05) develops your knowledge and understanding of and ability to analyse financial protection planning issues.

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**

Financial Services Products and Solutions (LP2) develops knowledge and understanding of customer needs, how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.

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**

Financial Services, Regulations and Ethics (R01) develops your knowledge and understanding of the financial services profession, including regulation, legislation and the Code of Ethics.

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**

Group Risk (GR1) develops your understanding of group risks, including the operations of such schemes and their features and taxation.

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**