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RQF Level N/A

Overview

In stock
Award in Financial Planning (non-UK) (AWF)

The Award in Financial Planning (non-UK) (AWF) is designed for financial advisers and insurance agents working outside the UK, this Award provides a solid grounding in the core financial and life assurance products. It offers guidance on what constitutes professional practice, providing a framework for ethical behaviour. This unit can only be awarded to non-UK residents.

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**

The Award is suitable for anyone working outside the UK in the insurance and financial services sector, irrespective of educational background or experience.

In a growing number of territories, the Award meets the regulatory qualification requirements relevant to advisers. In other non-regulated environments, they regularly provide a development pathway where no local educational or professional provision is available.

With over 6,500 holders to date across 80 countries, the Award in Financial Planning provides a professional benchmark for the sector.

Building a successful career in personal finance

The Award is particularly suitable for:

  • Non-UK Financial Advisers and Insurance Agents working outside the UK
  • Non-UK Financial Advisers needing to satisfy the minimum operating standards set by a local regulator 

 This single unit award may also count towards the Certificate in Insurance and Financial Services (non-UK).

Learning outcomes

At the end of this unit, candidates will be able to demonstrate knowledge and understanding of:

  • The client’s needs
  • The fact-finding process
  • Good practice
  • Protection products
  • Savings and investment products
  • Pension products

Assessment

  • 2 hour exam
  • 75 multiple choice questions
  • 70% nominal pass mark (the actual pass mark may vary from one session to another to ensure consistency in pass standards)
  • The pass rate for those completing the unit is currently 70%

Study material - editions available

2021-22 edition (applicable to exams sat 01 May 2021 to 30 Apr 2022).