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15 – The main advice areas

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CeMAP1 15 – The main advice areas
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Course Content

1 – Introducing the financial services industry
2 – Economic policy and financial regulation
3 – UK Taxation 1
4 – UK Taxation 2
5 – State benefits and HMRC tax credits
6 – Direct investments: cash and fixed‐interest securities
7 – Other direct investments
8 – Collective investments
9 – Tax wrappers
10 – Pension products
11 – Life assurance
12 – Health and general insurance
13 – Secured and unsecured lending
14 – Understanding and satisfying customer needs
15 – The main advice areas
16 – Key legal concepts
17 – The FCA’s aims and activities
18 – Regulating firms and individuals
19 – Prudential supervision
20 – Conduct of business requirements 1
21 – Conduct of business requirements 2
22 – Consumer credit
23 – Anti‐money‐laundering
24 – Other regulation affecting the advice process
25 – Consumer rights, complaints and compensation

Resources for this course

  • CeMAP Study Guide
  • Workbook
  • CeMAP 1 Slides 2020/2021
  • UKFR Specimen Paper A 2021
  • UKFR Specimen Paper B 2021
  • UKFR Specimen Paper C 2021
  • LIBF Tax Table 2020-2021

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