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Personal Finance Society
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Qualification
The RQF Level 3 Certificate in Equity Release meets the FCA's qualification requirements for mortgage advisers and those advising on equity release schemes. In addition to developing mortgage advice knowledge and skills, the Certificate develops  understanding of equity release regula...
Qualification unit
The objective of this unit is to develop an understanding and knowledge of the financial services industry including regulation and legislation. Download 2017-2018 syllabus »
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 »
Training unit
Introduction to General Data Protection Regulation -   half day course
Training unit
FCA regulation of insurance brokers - half day course  
CII Library | Book | Published 06-2017
Looseleaf last updated June 2017. Contains: Mortgage conduct of business requirements and commentary Insurance conduct of business requirements and commentary
CII Library | Book | Published 04-2017
Last updated April 2017.International information about the insurance industry, country by country. Each country section giving details of the regulation of insurance as well as useful addresses. Looseleaf, updated four times a year.
CII Library | Book | Published 04-2017
Looseleaf last updated April 2017. Contains: Market conduct requirementsListing rulesProspectus rulesDisclosure and transparency rulesRecognised investment exchanges and clearing housesService companies requirementsEnergy market participants requirementsOil market participants requirementsReg...
CII Library | Article | Published 03-2017
 
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