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Personal Finance Society
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Qualification unit
This unit has been developed to help paraplanners develop and demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer's financial circumstances to provide potential solutions. J09 Exemplar May 2016 Frequently asked...
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.&n...
Qualification unit
The objective of this unit is to develop knowledge and initial understanding of the life and pensions sector, its purpose, its customers and the financial solutions and operational practices that underpin delivery of good customer outcomes. Download 2017-2018 syllabus » Download a fr...
Qualification unit
This unit has been enhanced and renamed  (FA7) Financial services products has been enhanced and renamed (LP2) Financial services products and solutions. Visit the LP2 shop page for more details »
Financial Solutions | 27 May 2016
The May-June 2016 issue of Financial Solutions is now available in print and online with insight into the key issues affecting the financial planning industry.
Financial Solutions | 01 Apr 2016
The March-April 2016 issue of Financial Solutions is now available in print and online with insight into the key issues affecting the financial planning industry.
Financial Solutions | 03 Feb 2016
The January-February 2016 issue of Financial Solutions is now available in print and online with insight into the key issues affecting the financial planning industry.
Financial Solutions | 03 Dec 2015
The November-December 2015 issue of Financial Solutions is now available in print and online with insight into the key issues affecting the financial planning industry.
Financial Solutions | 08 Oct 2015
The September-October 2015 issue of Financial Solutions is now available in print and online with insight into the key issues affecting the financial planning industry.
 
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