JO1 Three Day Workshop - Taxation

• Income tax computations – treatment of savings income/ age allowance trap
• Taxation of savings and investments
• CGT computations
• Residence and Domicile
• IHT computations

Revision Workshops

• 29th -30th September: Swindon

JO2 Two Day Workshop – Trusts

• Trust creation, rules and uses
• Trustees and beneficiaries
• Wills and intestacy
• Powers of attorney
• Bankruptcy
• Trust taxation

Revision Workshops

• 4th - 5th July: Swindon
• 26th -27th September: Swindon

JO4 Four Day Workshop - Pension Funding Options

• State benefits/Contracting out
• Pensions Act 1995/2004
• Current pension issues
• Pension Simplification
• Relevant UK individual rules
• Employer tax relief spreading
• Relevant benefit accrual
• DB OPS annual allowance test
• Fund and TFC protection
• Death before crystallisation
• Tax sanctions
• Transfers
• Revaluation requirements
• Establishing a RPS
• Actuary/trustee/administrator and auditor responsibilities
• Member/scheme reporting requirements
  

Revision Workshops

• 28th - 30th June: Swindon
• 26th -28th September: Swindon

JO5 Three Day Workshop -Pension Income Options

• State benefits
• Pension Simplification
• Crystallisation events
• Fund and TFC protection issues
• Secured pension
• Unsecured pension
• Alternatively secured pension
• Death post crystallisation

Revision Workshops

• 4th - 5th July: Swindon
• 27th -28th September: Swindon

RO1 Two Day Workshop -  Financial Services Regulation and Ethics

• Role of the FSA, Treasury and Bank of England
• EU Regulation
• FSA Statutory Objectives
• FSA Regulatory Principles and Rules
• Approved Persons Regime
• Regulated Adviced Standards

Revision Workshops

• 11th - 12th July: Swindon

RO2 Two Day Workshop - Investment Principles and Risk

• Asset Class Characteristics, Risk, Behaviours and Correlation
• Asset Allocation
• Risk and Return
• Modern Portfolio Theory
• Capital Asset Pricing Model (CAPM)
• Portfolio Optimisation
• Time Value of Money

Revision Workshops

• 13th - 14th June: Swindon

RO3 Two Day Workshop -  Personal Taxation

• UK tax compliance and Self Assessment
• Income Tax
• National Insurance
• Capital Gains Tax
• Inheritance Tax
• Residence and Domicile
• Direct and indirect investments

Revision Workshops

• 15th - 16th August: Swindon

RO4 Two Day Workshop -  Pensions and Retirement Planning

• HMRC Tax Regime
• Factors and Options for Drawing Benefits
• Range of DC Schemes Available
• State Pensions
• Pensions Law and Regulation
• Establishing Client Aims and Objectives
• Political, Social and Economic Factors

Revision Workshops

• 17th - 18th October: Swindon

RO5 Two Day Workshop -  Financial Protection

• Range, Structure and Application of Lifa assurance and pension-based Policies
• Main Features of Income Protection
• Critical Illness and Long-Term Care Insurance
• Main Featrures of Other Insurance-based Policies
• Establishing Client Aims and Objectives
• Relevant factors and Risks

Revision Workshops

• 9th - 10th January: Swindon

RO6 Two Day Workshop -  Financial Planning Practice

• Types and limitation of advice
• Methods of advisor remuneration
• Establishing client aims, objectives and risk profile
• Errors/ inconsistencies identification and explanation
• Asking appropriate client questions to clarify areas of financial need
• Ability to analyse client data
• Make client recommendations

Revision Workshop

• 6th - 7th July: Swindon
• 29th -30th September: Swindon

AF3 Two Day Workshop - Pension Planning

• HMRC tax regime for pensions
• Legal framework of pensions
• Features/risks of DC/DB pension schemes
• State retirement benefits
• Early leaver choices
• Options for drawing income

Revision Workshop

• 29th -30th September: Swindon

AF5 One Day Workshop - Holistic Financial Planning

Revision Workshop

• 30th September: Swindon