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 towards 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 towards 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 towards 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 towards the qualification. Read more

The LP3 (Life and Pensions Principles and Practices) exam forms the final part of the Certificate in Financial Services. It is a level 3 paper, worth 10 credits toward the qualification. The subject matter is the legal, compliance and ethical side of the financial services industry and there is no doubt, it can be heavy going from time to time. We will do our best to keep the material interesting and guide you through the syllabus in the most efficient and effective manner – getting you that all important pass in the exam! The exam itself is a 90-minute computer based multiple choice exam. There are 50 multiple choice questions. Read more

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