The objective of J02 is to develop your knowledge and understanding of the various types of trusts. It is assessed via a 2 hour written exam consisting of 15 short answer questions. These are a mix of straight-forward theory questions, together with some application type questions where you take the knowledge that you’ve learned and apply it to short client scenarios. Read more

The objective of J02 is to develop your knowledge and understanding of the various types of trusts. It is assessed via a 2 hour written exam consisting of 15 short answer questions. These are a mix of straight-forward theory questions, together with some application type questions where you take the knowledge that you’ve learned and apply it to short client scenarios. Read more

The LP1 (Life and Pensions Customer Operations) exam forms the first part of the Certificate in Financial Services. It is a Level 3 paper, worth 15 credits toward the qualification. Read more

The LP1 (Life and Pensions Customer Operations) exam forms the first part of the Certificate in Financial Services. It is a Level 3 paper, worth 15 credits toward the qualification.   Module one covers the life and pensions customer and the key functions within customer operations (syllabus areas one and two). Read more

The LP2 (Financial Services products and solutions) exam forms the second part of the Certificate in Financial Services. It is a level 3 paper, worth 20 credits toward the qualification. Read more

The LP2 (Financial Services products and solutions) exam forms the second part of the Certificate in Financial Services. It is a Level 3 paper, worth 20 credits toward the qualification. Module one covers high-level understanding of the different products, the need for them and the process of identifying solutions (syllabus areas one and two). Read more