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Personal Finance Society
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Qualification
The RQF Level 2 Award in Life and Pensions Foundations has been developed in collaboration with employers across the life, pensions and long-term savings sector. It provides a formalised and consistent approach to defining entry-level professional standards, helping to underpin improved customer ...
Qualification
Withdrawing August 2018The RQF Level 4 Award in Pensions Update is a single unit qualification that develops and tests knowledge of pension reforms and how they impact at-retirement advice.
Qualification
Following market consultation, a new qualification route has been developed for those working in life and pensions operational roles - the Certificate in Financial Services, Life and Pensions route - replacing the Certificate in Life and Pensions, which was last awarded at the end of 2016. This ...
Qualification
The RQF Level 3 Award in Financial Administration provides the essential knowledge and skills needed by those working in administrative and operational life or pensions roles.  
Qualification
The level 4 Certificate in Pension Transfer Advice develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government’s pension reforms. The Certificate sati...
Training unit
Introduction to pensions - one day course  
Qualification unit
The objective of this unit is to develop an understanding and knowledge of life and pensions issues, together with detailed guidance on the administration of these classes of business. Download 2017-2018 syllabus »
Qualification unit
The objective of this unit is to develop in depth financial planning skills related to personal and corporate pensions. Unit withdrawal reminder - the final examination period for the AF3 exam is April 2018.
Qualification unit
The objective of this unit is to develop an understanding and knowledge of life and pensions issues, together with detailed guidance on the administration of these classes of business. Download 2017-2018 syllabus »  
 
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