- Introduction to UK Regulation & Professional Integrity
- Introduction to Investment Risk & Taxation
- Introduction to Financial Planning & Advice
- Chapter 1 Financial Markets in the UK
- Chapter 2 Financial Services & Risks in the UK
- Chapter 3 Legal Framework on Contract & Trust
- Chapter 4 Ethics & Professionalism
- Chapter 5 The UK Financial Services Regulators
- Chapter 6 FCA & PRA Governance, Principles & Rules
- Chapter 7 FCA & PRA Competence of Companies & Individuals
- Chapter 8 Financial Crime Regulations
- Chapter 9 Complaints & Redress
- Chapter 10 FCA Conduct of Business Sourcebook (COBS)
- Chapter 1 Asset Classes
- Chapter 2 The Macroeconomic Environment
- Chapter 3 Principles of Investment Risk and Return
- Chapter 4 Taxation of Investors and Investments
- Chapter 5 Investment Products
- Chapter 6 Portfolio Construction and Planning
- Chapter 7 Investment Advice
- Chapter 8 Portfolio Performance and Review
- CHapter 1 Financial Protection
- Chapter 2 Planning for Retirement
- Chapter 3 Basics of Financial Planning
- Case Studies & Questions
- Level 3 qualifications or equivalent
A financial advisor provides ideas for
portfolio management including money matters, investment and personal finances
to their clients. Your guidance is helpful to clients when making decisions
about their future, including investment management, pension plans, tax
planning etc.
This certification is comprised of three units: "Introduction to UK Regulation & Professional Integrity", "Introduction to Investment Risk & Taxation" and "Introduction to Financial Planning & Advice". You will learn to apply an
interdisciplinary and integrated approach to defining, analysing and solving
problems in finance. On completion, you will have gained a sound working
knowledge and understanding of the financial world.
As a comprehensive course focusing on the
UK financial services industry and its role in serving the consumer, the qualification
develops specialist knowledge and skills by introducing you to the application
of financial services regulation and the responsibilities of a regulated
adviser. As part of this, it will provide you with an insight into the
application and review of risk and ethics.
The qualification will also equip you with
the knowledge and skills required to offer financial advice as well as create,
implement and maintain financial plans.
- 6 Reviews
- 167 Students
- 9 Courses
The CIFA is proud to be providing professional online study solutions worldwide.
The Certified Institute for Further Accreditation (CIFA) is a training provider that develops professional certifications, tailored to highly specialist fields of employment.
Our entry-level certifications are designed to enable students to develop a basic knowledge of their specialist field prior to sitting professional qualifications by awarding bodies.
We focus on hard to enter niche industries including finance, languages and health and business-related topics.
We work with academics from universities worldwide and industry experts to author our certification programmes and pride ourselves on our dedication to the development of our students.
The CIFA is a name in education that you can rely on for professional development and globally recognised qualifications.
We believe in the sharing of knowledge and providing the world with the highest standards of education across various sectors.
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Fri, 19-Feb-2021aydin fidaner
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