12 printable guides
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FSRE 1
Financial services, regulation and ethics.
What Is Money?
Functions, characteristics and types of money, plus the role of the Bank of England.
9 minWhat Is Cash?
Cash as an asset class: features, advantages, disadvantages and when it suits clients.
10 minIntroduction to the FCA
Role and remit of the Financial Conduct Authority.
8 minThe Financial Services Act
Key legislation underpinning UK financial services.
10 minConsumer Duty Principles
How the Consumer Duty shapes advisor behaviour.
12 minAnti-Money Laundering
AML obligations and red flags.
9 minFSRE 2
Financial services, regulation and ethics.
MRT 1
Mortgage law, practice and application.
MRT 2
Mortgage law, practice and application.
ASEW
Assessment of Mortgage Advice.