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Foundation in Finance 2024/25


Description
New to the industry? Got someone in your team who might need an overview of financial services and a deeper dive into their potential career options? Enter our brand new Foundation in Finance course!
Content
  • ADDITIONAL INFORMATION
  • Using our workbooks & answerbooks
  • MODULES
  • The Basics of Finance..
  • The Advice Journey..
  • Pension Product training.
  • Collectives & ISA's
  • Existing business.
  • New Business.
  • Annual Reviews.
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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