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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.
Training unit
Introduction to General Data Protection Regulation -   half day course
Qualification unit
The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation. Download 2018-2019 syllabus » Prepare for success with Enrolment plus Improve your chances of exam success with Enrolment plus and receive extra CF1 revision aids wit...
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 » Download 2018-2019 syllabus » Prepare for success with Enrolment plus Improve your chances of exam succe...
Training unit
FCA regulation of insurance brokers - half day course  
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...
CII Library | Book | Published 09-2017
Last updated September 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 09-2017
Looseleaf last updated September 2017. Contains: Mortgage conduct of business requirements and commentary Insurance conduct of business requirements and commentary
CII Library | Book | Published 08-2017
Looseleaf last updated August 2017. Contains: Market conduct requirementsListing rulesProspectus rulesDisclosure and transparency rulesRecognised investment exchanges and clearing housesService companies requirementsEnergy market participants requirementsOil market participants requirementsRe...
 
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