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Financial services products and solutions

LP2 (20 CII credits – Certificate level)

The objective of this unit is to develop a knowledge and understanding of customer needs, how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers. 

Download 2018/19 syllabus (PDF)


  • 2 hour exam
  • 75 multiple choice questions
  • 70% nominal pass mark (the actual pass mark may vary from one session to another to ensure consistency in pass standards)

Recommended study hours: 100 (will vary depending on your experience and ability)


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Enrolment – 2018–19 edition (applicable to exams sat 01 Sep 18 to 31 Aug 19)

Information Enrolment, study materials and exam entry

  • Non-members £190.00
  • Members £155.00

Redeem exam voucher or book re-sit

Information Unit LP2 exam

Prices displayed apply to those who wish to purchase an exam re-sit. You can also book here if you have a valid exam voucher for which you will not be charged.

  • Non-members £120.00
  • Members £100.00

Study text renewal

Information Upgrade your study text (printed, ebook + printable PDF) to the next edition

  • Non-members £35.00
  • Members £27.00