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Personal Finance Society
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Qualification
The level 3 Certificate in Investment Operations provides essential knowledge and skills for those working in a range of administrative and operational investment roles. The Certificate satisfies the FCA qualification requirements for overseers of administration and operational functions Read t...
Qualification unit
The objective of this unit is to develop in depth financial planning skills related to investments and the management of investment portfolios. Download AF4 October 2017 Exam Guide
Qualification unit
The objective of this unit is to develop a knowledge and understanding of customer needs, how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.  Downl...
 

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