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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
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.
CII Library | Article | Published 09-2017
Research | 21 Aug 2017
A page of materials to make sense of the Senior Managers & Certification Regime (SMCR) that will soon underpin the regulation of important staff within all financial services firms.
 
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