CISI Level 4 Financial Planning & Advice - Module 3 - 2024/25

Content
1 module

Instructor
Learner Experience

Description

In Week 2 we introduced you to the basic forms of pension and covered some of the main areas of the HMRC tax regime.

This week we take this further by looking at the development of pensions and the new world of auto-enrolment and pensions flexibility.

Objectives

By the end of this week we will pull both Week 2 and 3 together by looking at financial planning and pensions advice.

Certificate

By completing/passing this course, you will attain the certificate (8 hours CPD) - Exam Support Accredited CPD Certificate

Learning credits

Core CPD
8.0
1.
CISI Level 4 Financial Planning & Advice Module 3 - Study Guide
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