| Course | |||||
|---|---|---|---|---|---|
 | £40.00 e-Learning module In this module, we aim to break down the jargon barrier. We will explain what we mean by a fund, share price, unit price, volatility, and the importance between realised and unrealised gains. To help put your new knowledge into practice, we'll be... | ||||
 | £40.00 e-Learning module Gathering data on existing plans is crucial to the advice process, and yet, often providers do not make it easy for us. Anyone who has worked in this area will know it's a minefield, with a myriad of plan varieties, already requiring different... | ||||
 | £40.00 e-Learning module How can you get the most out of your file review process? | ||||
 | £40.00 e-Learning module In one module, we have conveniently wrapped up an introduction to personal finance, the economy, investment assets, product wrappers, job roles and key regulation. All of which is broken down in plain, simple language that can be relatable to... | ||||
 | £40.00 e-Learning module In this module we'll be looking at what financial crime is, what it can look like, and the role of a Money Laundering Reporting Officer (MLRO). We won’t be surprised if your face has turned into a lovely grimace after starting this module.... | ||||
 | £40.00 e-Learning module There are many different terms thrown around to describe the financial adviser role. You have probably seen Independent Financial Adviser (IFA), Wealth Management, maybe Wealth Consultant. Whats now being added into the mix is a 'Financial... | ||||
 | £40.00 e-Learning module Most of us are generally comfortable with the concept of mortgages, but it can be a whole new world when you're involved in the advice process. As with all areas of advice there are many regulatory requirements, which can prove tricky if not... | ||||
 | £40.00 e-Learning module So, the financial adviser has met with the client, gathered all the information on any existing business, a suitability report has been produced and the client is happy to go ahead with the advice. But what’s next? The responsibility of setting... | ||||
 | £40.00 e-Learning module A paraplanner is much more than a report writer (just look at our many other modules for proof). But report writing is a fundamental role. What many people forget, however, is that the suitability report is only one piece of the overall advice... | ||||
 | £40.00 e-Learning module This module will give you some of the context of pensions to date (necessary to understand the current landscape), the different types of pension options, how tax works around pensions (one of the main reasons people choose to save in one) and... |
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