You are about to buy our bespoke, time efficient and cost effective course designed to test the knowledge of advisers and other relevant staff.  Our course includes video tutorials, subject specific testing via an online quiz and an auto-generated CPD certificate.

The assessment course includes the following areas:

  • Regulation and ethics
  • Investments
  • Personal taxation
  • Pensions and retirement planning
  • Financial protection

Our course is suitable for all qualified professionals that operate within retail investment and want to review their existing R01-5 knowledge. This includes wealth managers, paraplanners, technical support staff, etc.

Please make sure when filling in your payment details that you input the postcode linked to the card you are using.

If you are purchasing on behalf of someone else, please ensure you register the account in their name and their email address.

VAT will be added to the cost at checkout.