Summary
This course is for those wishing to progress to the CII Level 6 Advanced Diploma in Financial Planning.
It is designed for those who have previously gained knowledge through study of key units from the CII Level 4 Diploma in Regulated Financial Planning or the CII Level 4 Diploma in Financial Planning. Those who have previously gained knowledge through study of key units from the CII Level 4 Diploma in Regulated Financial Planning or the CII Level 4 Diploma in Financial Planning.
What we will cover
- Wills & intestacy, powers of attorney
- Bankruptcy
- Trusts
- Income Tax
- I. Contributions
- Capital gains tax
- Trusts: Income tax and capital gains tax
- Inheritance tax
- Residence and domicile
- Self-assessment
- Direct investments
- Indirect investments
- Life assurance
- Other investments/wrappers
- Tax planning
