Courses
Certificate in Insurance (IF1, IF2, IF3)
IF1 Insurance, legal and regulatory
The objective of this unit is to develop knowledge and understanding of basic insurance principles and practice. Please note that study texts purchased from October 2008 will be applicable to exams taken in the period January to December 2009. If you purchased the 2008 edition, it will be necessary to purchase the study update service to receive the 2009 edition.
IF2 General insurance business
The objective of this unit is to develop knowledge and understanding of basic insurance products and practice.
Visit the Course Discussion ForumsCertificate in Equity Release
The essential qualification for the home reversion and lifetime mortgage advice sector
This qualification from the CII is relevant for anyone seeking to advise on equity release products (both home reversion plans and lifetime mortgages), and for those who work in a support role in this sector.
Holders of the Certificate meet the regulatory examination requirements required to advise on this class of business.
Upon completion you will have gained:
Visit the Course Discussion ForumsDiploma in Financial Planning
Confirming your status, enhancing your potential
The Retail Distribution Review (RDR) has proposed the introduction of new minimum qualification requirements for financial advisers: the need for an Ofqual (Office of the Qualifications and Examinations Regulator) accredited Level 4 qualification.
It is proposed that current practising advisers must obtain a level 4 qualification, such as the CII's Diploma in Financial Planning, by the end of 2012 (new entrant advisers will be under a requirement from 2010 – further advices to follow).
Visit the Course Discussion ForumsCertificate in Financial Planning
The benchmark qualification for financial advisers
The Certificate in Financial Planning is ideal for those intending to become financial advisers or who work in a related administrative or technical support role. It develops an understanding of the sector, reflecting the priorities of the Financial Services Authority (FSA) and the Financial Services Skills Council (FSSC) and satisfying their requirements with regard to ‘appropriate’ qualifications for financial advisers.
Visit the Course Discussion ForumsThe Certificate in Mortgage Advice
The mortgage industry’s qualification of choice
The Certificate in Mortgage Advice is aimed at those intending to become mortgage advisers or to work in a support role. It develops an understanding of the sector, reflecting the priorities of the Financial Services Authority (FSA) and the Financial Services Skills Council (FSSC).
Completion of the Certificate in Mortgage Advice meets the regulatory examination requirements for mortgage advisers. Upon completion you will have gained:
Visit the Course Discussion Forums