What is DiPFA?
DiPFA – The Diploma for Financial Advisers is an FCA level 4 regulatory qualification that will allow qualified advisers to give advice in pensions, investments, protection and estate planning.
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What is CeMAP?
CeMAP – The Certificate in Mortgage Advice and Practice is an FCA level 3 regulatory qualification that will allow
qualified advisers to give advice in regulated mortgages and personal protection.
Asset Classes
Asset classes are made up of instruments which often behave similarly to one another in the market place. The asset classes can be categorised into the following types:…
Money Laundering Prevention Process
All financial firms must appoint a MLRO. They must be a person of seniority and be subject to the Senior Managers and Certification…
The Financial Planning Hierarchy of Needs
The Financial Planning Hierarchy of Needs is based on Maslow’s Theory. Financial Advisers will manage…
Summary of Individual Savings Accounts (ISA’s)
Individual Savings Accounts (ISA’s) are tax free wrappers that allow investors to invest in a range of direct assets…
Set-up as Self-Employed in the UK
Getting Set-up as a Self-Employed person in the UK
If you are considering going self-employed in the UK, there are a few things you should know about.
How to Write a CV
If you are reading this post, the chances are that you are one of our students who will soon be looking to land a job as a newly qualified advisor.
How to Write a Cover Letter
If you are getting ready to apply for roles as an adviser, you might be looking for tips to write a cover letter to support your initial application.