- FP1 (Financial Services and their Regulation)
Assessing an understanding of the financial services industry, including regulation and legislation.
- FP2 (Protection, Savings and Investment)
Assesses an understanding of protection, savings and investment products.
- G60 (Pensions)
This examination enhances general pension knowledge, particularly in pension transfers and opt-out business.
- K10 (Retirement Options)
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
- R02 (Investment Principles)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
- R03 (Personal Taxation)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
- R05 (Financial Protection)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
- R06 (Financial Planning Practice)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
- R08 (Pension Update)
