R03 Personal Taxation forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop your 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.
Please note that whilst we recommend you study each module week to week, the full learning programme is released to you upon purchase. This allows you to learn at your own pace.
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R04 Pensions and Retirement Planning forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse pension and retirement planning issues.
Course DetailsR02 Investment Principles and Risk forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop your knowledge and understanding of investment products and the application of the investment advice process.
Course DetailsR06 Financial Planning Practice has been developed to help advisers develop and demonstrate their financial planning capabilities. The exam tests the practical application of technical knowledge and planning skills already gained, typically through previous study, thereby supporting the provision of competent and appropriate advice.
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