Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
 
Sorry but there was an error adding this to your basket. Please try adding it again
 

Qualification
Designed for financial advisers and insurance agents working outside the UK, the Award provides a solid grounding in the core financial and life assurance products. It offers guidance on what constitutes professional practice, providing a framework for ethical behaviour. With over 6,500 holders t...
Qualification
The RQF Level 6 Advanced Diploma in Financial Planning builds on existing knowledge enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Qualification
Designed for non-UK Financial Advisers and Insurance Agents working within the Banking sector, the Award provides solid grounding in the core financial, life assurance and insurance products. It offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.
Qualification
The RQF level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.
Qualification unit
This unit has been developed to help advisers develop and demonstrate their financial planning capabilities. It tests the practical application of technical knowledge and planning skills already gained, typically through previous study, thereby supporting the provision of competent and appropriat...
Qualification unit
This unit has now been withdrawn  Please note that unit CF5 along with units CF2 and CF4 have now been withdrawn. This follows a significant drop in demand since advisers' minimum qualification level was raised from RQF Level 3 to Level 4. 
Qualification unit
This unit has now been withdrawn  Please note that unit CF3 has now been withdrawn. This follows a significant drop in demand since advisers' minimum qualification level was raised from RQF Level 3 to Level 4. 
Qualification unit
Designed for financial advisers and insurance agents working outside the UK within the banking sector, this single-unit qualification provides a solid grounding in the relevant core financial, life assurance and insurance products, and offers guidance on what constitutes sound professional practi...
News items | 27 Jun 2017
Resolution, which represents 6,500 family justice professionals, has published a report highlighting the growing need for specialist financial advisers in family law. 
 
« Previous

Only show:

Search by date: