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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 the...
Qualification unit
The objective of this unit is to develop in depth financial planning skills related to investments and the management of investment portfolios.
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.  Downlo...
01 Jul 2012
What exactly is the scope for a fair and comprehensive analysis of the market? Commentators are suggesting that some firms, who intend to label their services as 'independent' post RDR, might struggle to work to the new rules. This one-day conference from the Personal Finance Society, in...
CII Library | Book | Published 2015
Contains the following four guides: Tax update and fixed interest securities, Collective investments onshore and offshore, Life assurance based investments onshore and offshore, and Financial Calculations. Relevant calculations are based on the 2015/16 tax year.
CII Library | Book | Published 2015
Despite enormous growth in alternative investment, performance measurement practices in this area are rough around the edges.  Performance analysts tasked with measuring and reporting the returns of alternative assets face issues regarding which return method to use, leverage that creates ne...
CII Library | Book | Published 2012
This unique and detailed Handbook provides a comprehensive source of analysis and research on alternative investment funds in the EU, the US and other leading jurisdictions.Expert contributors offer an unparalleled perspective on the contemporary alternative funds industry, the main areas of regu...
Technical articles | 03 Oct 2013
As platform providers begin to follow life offices in supplying trust documentation for their investors, a question will often arise as to whether it is only a "gift trust" that can be used with collective investments. For many years life offices have played an important part in promoting a...
News items | 01 Nov 2011
The FSA has issued guidance to warn that traded life policy investments (TLPIs) are high risk, toxic products that are generally unsuitable for the majority of UK retail investors and should therefore not be promoted to them. TLPIs are known as 'death bonds' because investors are putting thei...
 
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