Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
 
Sorry but there was an error adding this to your basket. Please try adding it again
 

Qualification
The level 3 Certificate in Financial Services meets the needs of those working in operational and technical support roles, offering two targeted learning routes.
Qualification
The level 3 Certificate in Regulated Financial Services Operations develops the essential knowledge and skills needed by those working in administrative and operational roles.
Qualification unit
The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation. Download 2018/19 syllabus (PDF) Download 2018/19 exam guide (PDF) Assessment  2 hour exam 100 multiple choice questions 70% nominal pass mark (the actual pass...
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 the 2018/19 syllabus (PDF) Download 2018/19 exam guide (PDF) Assessment  2 hour exam 100 multiple choice questions 65...
Qualification unit
The objective of this unit is to develop understanding of the use of platforms in providing financial services, the legal and regulatory environment in which they operate, and the ability to assess the suitability of platforms in meeting client requirements. Download J11 April 2018 exam guide (P...
Qualification unit
The objective of this unit is to develop candidates' ability to apply and evaluate supervision principles and practices in a retail financial services business. Download the 2018/19 syllabus (PDF) Assessment Three written coursework assignments, each typically 2,000 to 3,000 words Recommended...
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. Download the 2018/19 syllabus (PDF) ...
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.  Downl...
News items | 02 Mar 2018
As the Prime Minister is set to announce more detail on the Government’s Brexit negotiating stance in the final ‘Road to Brexit’ ministerial speech, the Chartered Insurance Institute urges the Government to publish the long-awaited Brexit position paper on financial services.
 
« Previous

Only show:

Search by date: