CII Personal Finance
Overview of the Courses
Our CII Personal Finance Qualifications cover the following areas:
Purpose and structure of the UK financial services industry.
How the retail customer is served by the financial services industry.
Regulatory framework, powers and responsibilities to protect the consumer.
Legal concepts and considerations relevant to financial advice.
Code of Ethics and its impact on the business behaviours of individuals.
Pensions and retirement planning, mortgage advice and financial planning practices.
Developing knowledge and understanding of investment products, taxation and the application of the investment advice process.
Range of CII Personal Finance Qualifications Courses
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