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Personal Finance Society
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This section provides you with some useful CPD resources covering the various topics around protection to assist you in meeting your professional development needs.

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This section covers protection products and updates to enable you to keep up to date and your clients protected.

Qualifying Life Assurance policies

Terry Bateman will consider these policies in terms of their concept, the contect in which they happen, content of the rules surround...

Family Protection - Working out priorities within a given budget

Neil Dickey, walks through this case study to look at protecting the family assests from life events including death and redundancy b...

Protecting your clients' most valuable assets

This session will consider mitigating risk for both you and your clients with a particular focus on whole of life protection.

The great protection debate

Learning Objectives: at the end of this session you will be able to: Understand what has happened in the protection market over t...