Financial Services Technical Information

Financial Services Technical Information

Disclaimer:
These infographics and technical resources are provided for educational and study purposes only. They are intended to support learning and should not be treated as financial, investment or mortgage advice or relied upon when making personal financial decisions. Clarity Financial Training Ltd is an LIBF Accredited Learning Support Provider offering professional training for CeMAP, DiPFA and CeRER qualifications. Information on this website relating to financial planning, investments, mortgages and other financial products is provided for general educational purposes only and does not constitute personal financial advice. The value of investments can rise as well as fall. If you require advice relating to your own circumstances, you should speak to an appropriately qualified financial adviser or mortgage adviser. If you are looking to start or develop a career in financial services, explore our CeMAP, DiPFA and CeRER training courses.

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Infographics


What is a Back-to-Back Plan?

What is a Back-to-Back Plan?


Financial Planning Hierarchy of Needs infographic showing budgeting, life cover, income protection, retirement planning, savings and investments, and tax and estate planning.

Financial Planning Hierarchy of Needs


Money Laundering Prevention Process for UK mortgage and financial advisers, covering client identification, staff training, suspicious activity reporting, the MLRO, NCA and tipping off.

Money Laundering Prevention Process


Summary of Individual Savings Accounts

Summary of Individual Savings Accounts (ISA’s)


TimeLine of UK Mortgage Regulation

TimeLine of UK Mortgage Regulation


UK Financial Regulation Timeline_ 1980–2026

TimeLine of UK Regulation


Types of Business Structures

Types of Business Structures

Explainer Videos


What is a Stocks and Shares ISA?

What is a Stocks and Shares ISA?


What is an Interest Only Mortgage?

What is an Interest Only Mortgage?


What Is a Capital Repayment Mortgage

What is a Capital Repayment Mortgage?


What is GDP?

What is GDP?

LIBF Accredited Learning Support Provider