CeFA

++++ CEFA STUDY MATERIAL 2008/9 ++++++

CHANGES TO FSA HANDBOOK SUPPLEMENT

MODULE 1 UK FINANCIAL REGULATION

MODULE 2 INVESTMENTS AND RISK

1 INVESTMENT PRODUCTS
Appendix
Contents

SECTION 1 Deposit Based Investments
SECTION 2 Fixed Interest Investments
SECTION 3 Assets Backed Investments
SECTION 4 Other Assets Backed Investments
SECTION 5 Life Assurance
SECTION 6 Uses and abuses of Investment Products

2 PRINCIPLES OF INVESTMENTS

Contents

SECTION 1 Principles of Investments
SECTION 2 Risk
SECTION 3 The taxation of Investments

 

MODULE 3 RETIREMENT PLANING AND AND PROTECTION

Contents,Introduction and Syllabus

Index

1 Protection

Contents
SECTION 1 The purpose and scope of financial protection
SECTION 2 State and local authority benefits
SECTION 3 Life assurance policy bases
SECTION 4 Protection against financial implactions of  death
SECTION 5 Protection in event of illness or accident
SECTION 6 Underwriting the risks
SECTION 7 From propasal to claim
SECTION 8 Wills and intestacy
SECTION 9 Inheritance tax
SECTION 10 Trusts

2 Retirement Planning

Contents
SECTION 1 The individiual position at retirement
SECTION 2 Pension from the state
SECTION 3 Tax treatment of pensions
SECTION 4 Pensions from the employer
SECTION 5 Pensions for the individual
SECTION 6 Pensions from the previous employer
SECTION 7 Rules relating to pension benefits
SECTION 8 Options on retirement
SECTION 9 Recomending pension solutions
SECTION 10 Retirement pension solutions
SECTION 11 Other pension related issues

RECENT AMENDMENTS

STUDY GUIDE

 

CEFA MODULE 4 ASSESMENT OF INVESTMENT ADVICE KNOWLEDGE

Examanation Case Studies
Sample Synoptic Paper
Sample Synoptic Booklet

 REVISION NOTES !!!!!

Module 1
Module 2
Module 3

SPECIMEN EXAMS CEFA 2008-9 !!!!!

module 1 a b c
module 2 a b c
module 3 a b c
module 4 a b c

EXCLUSIVE :::

A Guide to the CEFA Module 4 case studies and How To PASS IT !!!!

CEFA DEVELOPEMENT TOOL 06 07