The Money Wise exams can be downloaded below:
Mandatory
Complaints handling
Generic product
Money laundering
Office procedures
The exams below are only required if you are an 'irregular' seller who wants to become a 'regular' seller of these products
Annuity
Bond
Critical Illness, Terminal Illness
Drawdown
EPP
ISA
Lifetime Mortgage Contract
PHI
PPP (Stakeholder)
Pensions - (A day exam)
Regulated Mortgage Contract
Replacing a protection plan
Pension Term
SIPP
Term
Transfers or surrenders of a pension or investment product
Unit trust / OEIC
Whole of Life
The following exams are to follow:
Section 32
FSAVC
Protected Rights
Contribution Insurance
Family Income Benefit
MIP
Group Pension Plan
Group PHI |