Advance Courses

R03 Personal Taxation forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop your knowledge and understanding of the UK taxation system, and the [...]

The LP3 (Life and Pensions Principles and Practices) exam forms the final part of the Certificate in Financial Services. It is a level 3 paper, worth 10 credits toward the qualification. The exam [...]

The LP2 (Financial Services products and solutions) exam forms the second part of the Certificate in Financial Services. It is a level 3 paper, worth 20 credits toward the qualification. The exam [...]

The LP1 (Life and Pensions Customer Operations) exam forms the first part of the Certificate in Financial Services. It is a level 3 paper, worth 15 credits toward the qualification. The exam [...]

Financial Planning and Advice is one of the options that make up the third paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires three papers.  

Investment, Risk and Taxation is the second paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires this paper as a mandatory element, along with two [...]

Regulation and Professional Integrity is the first paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires this paper as a mandatory element, along [...]

The J11 (Wraps and Platform Services) exam forms part of the Diploma in Financial Planning and upon successful completion will give you 20 credits at diploma level. The exam itself is a two-hour [...]

The CF8 (Long Term Care Insurance) exam is a stand-alone module, leading to the Award in Long Term Care Insurance. It is a level 3 qualification and completion will give 15 credits. It also acts [...]

The ER1 Equity Release exam forms part of the Certificate in Equity Release and upon successful completion will give you 15 credits at certificate level. The study schedule is split into a [...]