CISI Level 4 Financial Planning & Advice - 2024/25 - TRY FOR FREE

Content
4 modules

Instructor
Learner Experience

Price
Free + VAT

Description

Financial Planning and Advice is one of the options that make up the third paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires three papers.

This week we start with Financial Protection, this is quite a long module, but that’s to be expected given the amount to cover. If you need to break this up into two weeks’ study and look up certain areas to really cement your  understanding, that’s fine. You just need to study at your own pace.

Objectives

By the end of Week 1 you will;

  • Have a core knowledge of Financial Protection

Certificate

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

1.
Welcome to CISI Level 4 Financial Planning & Advice
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2.
CISI Level 4 Financial Planning & Advice Module 1 - Study Guide
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3.
CISI Level 4 Financial Planning & Advice Module 1 - Protection Scenarios Exercise
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4.
CISI Level 4 Financial Planning & Advice Module 1 - Term Assurance Exercises
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