Financial Planning & Advice

Supplementary Learning Material

We have created some support materials to help you with some of the new concepts in this examination and to help as a refresher for your technical knowledge. The materials shown below are there to supplement and bring to life some of the workbook materials.

 

Additional learning

These Professional Refresher modules may be useful in your studies.

Business Protection

Insurance

Pensions Advice

Pensions and Provisions

Retail Investment Products

Retirement Planning

Suitability of Client Investments

Trusts

You may also find this briefing paper helpful for further study.