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Personal Finance Society
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Qualification
The level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.  
Qualification unit
The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation. Download 2017-2018 syllabus » Download 2018-2019 syllabus » Prepare for success with Enrolment plus Improve your chances of exam success with Enrolment plus and recei...
Qualification unit
The objective of this unit is to develop knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics. Download 2017-2018 syllabus » Download 2018-2019 syllabus » Prepare for success with Enrolment plus Improve your chances of exam succe...
Training unit
Introduction to General Data Protection Regulation -   half day course
Lectures | 15 May 2018
In this Insurance Institute of London (IIL) financial services lecture Rory Percival gave delegates a better understanding of what the new PROD rulebook is about, why it is important and a suggested approach to meeting their obligations.
News items | 20 Mar 2018
Protection market update, including; news, regulation & legislation, product development & innovation, consumer trends and experts corner.
News items | 20 Mar 2018
Mortgage market update for March 2018, including; news, regulation and legislation, product development and innovation, consumer trends and experts corner.
News items | 02 Mar 2018
As the Prime Minister is set to announce more detail on the Government’s Brexit negotiating stance in the final ‘Road to Brexit’ ministerial speech, the Chartered Insurance Institute urges the Government to publish the long-awaited Brexit position paper on financial services.
News items | 26 Feb 2018
Mortgage market update for February, including; news, regulation and legislation, product development and innovation, consumer trends and experts corner.
 
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