Training Academy

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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If you’d like to find out more about DSW Training Academy, discuss your requirements or simply get a feel for who we are, get in touch.

+44 (0)1302 760 008

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DSW House, Unit 3, Hayfield Business Park, Field Lane, Auckley, Doncaster, DN9 3FL 

+44 (0)1302 760 008

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