Week 1
Course 1
Personal Discretionary Portfolio Service (PDPS) - Portfolio Funds
Assessment 1
PDPS Test
Course 2
Leading Investment Offering
Course 3
Lloyds Wealth Portfolio Funds
Assessment 3
Portfolio Funds Test
Course 4
Chesnara Bond and Fusion JISA
Assessment 4
Chesnara Bond and Fusion Test
Course 5
Lloyds Wealth Protection Proposition
Assessment 5
Protection Proposition Test
Course 6
Bringing Lloyds Wealth to Life: Purpose, Pricing and Client Value
Course 7
Introduction to Advice
Week 2
Course 8
Offshore Bonds
Assessment 8
Offshore Bonds Test
Course 9
Legacy Products
Course 10
Specialist Investments for Unlicensed Advisers
Course 11
Pensions: Building Today, Tomorrow
Assessment 11
Lloyds Wealth Pension Products Test
Course 12
Transfer Analysis: Investments
Course 13
Pension Transfers
Assessment 13
Switches & Transfers Test
Course 14
Navigating the 2024 Budget Reforms
Assessment 14
Budget Reforms Knowledge Checkpoint
Client Services / Relationships
Course 1
Investing & The Economy
Assessment 1
Investing & The Economy Assessment
Course 2
Assets & Their Associated Risks
Assessment 2
Assets & Their Associated Risks Assessment
Course 3
Funds, Products & Wrappers
Assessment 3
Funds, Products & Wrappers Assessment
Course 4
Client Protection
Assessment 4
Client Protection Assessment