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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 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
Lectures | 01 Feb 2018
In this Insurance Institute of London (IIL) accident lecture Nick Gibbons talked about the impact of the EU General Data Protection Regulations (GDPR) on the insurance industry both from the perspective of the sale of cyber insurance to customers, and in respect of insurers own compliance with th...
CII Library | Book | Published 11-2017
Looseleaf last updated November 2017. Provides definitive coverage of the regulatory regime, with a detailed examination of the current regulation of insurers, reinsurers, intermediaries and insurance contract terms. Focusing on the UK and Eire, with an overview of regulation in other EU member s...
Research | 13 Oct 2017
A hub of materials to make sense of the new General Data Protection Regulation (GDPR).
CII Library | Article | Published 10-2017
Research | 06 Sep 2017
The PRA has proposed that all Solvency II firms should produce a diversity policy, to improve decision-making at board level, and wants comments by 22 Sep 2017.
 
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