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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, delivered on RevisionMate.
- 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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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, delivered on RevisionMate.
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Revision aids: Key Facts Booklet, Audio Revision, Knowledge Checker, E-learn (delivered on RevisionMate).
- Assessment entry.
- UK Market
- 50 Study Hours
- Multiple Choice Question Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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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.
- UK Market
- Multiple Choice Question Exam 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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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, delivered on RevisionMate.
- Assessment entry.
- UK Market
- 70 Study Hours
- Multiple Choice Question Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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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)
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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
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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, delivered on RevisionMate.
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Revision aids: Key Facts Booklet, Knowledge Checker, E-learn (delivered on RevisionMate).
- Assessment entry.
- UK Market
- 60 Study Hours
- Multiple Choice Question Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available