The Award is suitable for anyone working outside the UK in the insurance and financial services sector, irrespective of educational background or experience.
In a growing number of territories, the Award meets the regulatory qualification requirements relevant to advisers. In other non-regulated environments, they regularly provide a development pathway where no local educational or professional provision is available.
With over 6,500 holders to date across 80 countries, the Award in Financial Planning provides a professional benchmark for the sector.
Building a successful career in personal finance
The Award is particularly suitable for:
- Non-UK Financial Advisers and Insurance Agents working outside the UK
- Non-UK Financial Advisers needing to satisfy the minimum operating standards set by a local regulator
This single unit award may also count towards the Certificate in Insurance and Financial Services (non-UK).
Learning outcomes
At the end of this unit, candidates will be able to demonstrate knowledge and understanding of:
- The client’s needs
- The fact-finding process
- Good practice
- Protection products
- Savings and investment products
- Pension products
Assessment
- 2 hour exam
- 75 multiple choice questions
- The standard pass mark is 70% (for more information on standard pass marks please see here)
- The 2024 pass rate for this unit was 61.4%
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