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Financial Services Authority

 

Exams

 

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





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