Certificate in Life & Pensions

Course

In London

Price on request

Description

  • Type

    Course

  • Location

    London

  • Duration

    1 Week

Suitable for: The units cover a broad range of topics across the financial services sector.

Facilities

Location

Start date

London
See map
271 Green Lane, N13 4XE

Start date

On request

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Course programme

The days when only front-line financial services sales staff needed qualifications are long gone. The Regulator expects staff at all levels and across all functions to demonstrate that they have the necessary skills to perform effectively.

This is why the CII has developed the Certificate in Life and Pensions: for those following financial services careers in administration, customer support, compliance and technical guidance, within both company and intermediary organisations.

The Certificate provides a dedicated learning pathway delivering the knowledge you need to perform effectively and progress your career. It is a modular qualification that allows you to self-select from 17 available units so that you build a learning programme matched to your job role or career requirements.

Who is it for?

The units cover a broad range of topics across the financial services sector. Candidates have access to the units covered by the Certificate in Financial Planning, and the Diploma in Financial Planning as well as specialist units on specific financial planning areas such as equity release and group risks.

Completion will re-enforce your credentials as a career professional and make you eligible to apply to use the designation ‘Cert CII (Life and Pensions)’.

Course Contents

  • CF1 UK financial services, regulation and ethics
  • CF2 Investment and risk
  • CF3 Financial protection
  • CF4 Retirement planning
  • CF8 Long term care insurance
  • ER1 Equity release
  • FA1 Life office administration
  • FA2 Pensions administration
  • GR1 Group risks
  • HR1 Home reversion plans
  • J01 Personal tax
  • J02 Trusts
  • J03 The tax and legal aspects of business
  • J04 Pension funding options
  • J05 Pension income options
  • J06 Investment principles, markets and environments
  • J07 Supervision in a regulated environment

Examinations

It is a modular qualification that allows you to self-select from 17 available units so that you build a learning programme matched to your job role or career requirements. Most modules would be examined multiple choice.

Value Added Tools

We are consistently adding various products, without any charge to the student, to enhance both the delivery of the course and the learning of our students. The student is provided with:

· Mock Exam papers
· Interactive Course Material CD
· Supplementary Coursework

The Training

Your success lies in you dedicating time during the course, for studying from your course start date. The courses are held by our in house tutors who have over 30 year combined experience in the Financial Services industry. The course will include formal lecture training, workshops, case studies and practice examinations.

Key benefits

Access to your tutor for post course questions and help
Structured revision sessions to help you prepare for your exam
Additional revision materials to help you

Certificate in Life & Pensions

Price on request