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CII - Award in Financial Planning

AWF STUDY GUIDE (CII01)


Description
Award in Financial Planning study text which is designed to cover the AWF syllabus, a copy of which is included in the next section.

Please note that in order to create a logical and effective study path, the contents of this study text do
not necessarily mirror the order of the syllabus, which forms the basis of the assessment. To assist you
in your learning we have followed the syllabus with a table that indicates where each syllabus learning
outcome is covered in the study text.
Content
  • Award in Financial Planning Study Guide
Completion rules
  • All units must be completed
Prerequisites
  • MOCK TEST
  • MODULE 1: FINANCIAL PLANNING NEEDS
  • MODULE 2: FACT FINDING PROCESS
  • MODULE 3: GOOD ADVISER PRACTICE
  • MODULE 4: PROTECTION PRODUCTS
  • MODULE 5: SAVINGS AND INVESTMENTS PRODUC...
  • MODULE 6: PENSION PRODUCTS
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