Course curriculum

  • 1

    Introductory Videos

  • 2

    Lesson 1 - Introducing the Financial Services Industry

    • The Financial Services Industry

    • The UK Lending Sector

  • 3

    Lesson 2 - Economic Policy and Financial Regulation

    • How the EU Regulates Financial Services

    • An Overview of the Whole UK Economy

    • How We Measure the UK Economy

    • Monetary versus Fiscal Economic Policies

    • Quantitative Easing (QE) Introduced

      FREE PREVIEW
    • Quantitative Easing (QE) Explained in More Detail

    • What to do in a Recession

    • Inflation Made Simple

    • Inflation Indices - RPI v CPI

      FREE PREVIEW
    • How is the CPI Index Created

    • History of Financial Regulation

    • Inflation and Peanut Butter - An Amusing Metaphor

    • CeMAP Lessons 1 and 2 Textbook Audio Review

  • 4

    Lesson 3 - UK Taxation Part One

    • Taxation – Definitions

    • Residence Explained Further

    • Income Tax - A Template to Calculate

    • Income Tax Personal Allowances 2020/21

    • The Married Couples Allowance 2020

    • Some Calculation Examples for Income Tax

    • National Insurance 2020/21

    • Withholding Tax Rules

    • Examination Tax Table 2020/2021

  • 5

    Lesson 4 - UK Taxation Part Two

    • Capital Gains Tax 2020/21

    • Legally Avoiding CGT

    • Inheritance Tax (IHT) 2020/21

    • IHT and Potential Exempt Transfers in More Detail

    • IHT Calculation Examples

    • IHT and Property - Main Residence Band

    • Deliberate Asset Deprivation and IHT PETs

    • Selling Property - Implications for IHT and CGT

    • Stamp Duty Land Tax (SDLT)

    • Stamp Duty and Multiple Purchases

    • Dividends and Taxation 2020/21

    • Charitable Giving and Taxation

      FREE PREVIEW
    • Value Added Tax (VAT)

    • Taxation Update 2020/21

    • CeMAP Lessons 3 and 4 Textbook Audio Review

  • 6

    Lesson 5 - State Benefits

    • Welfare Benefits and Financial Advice

    • Welfare Benefits - an Overview

    • Welfare Benefits in Event of Sickness and Illness

    • Welfare Benefits in Event of Disability

    • Welfare Benefits in Event of Death

    • Welfare Benefits for Extra Income

    • Universal Credit

    • Welfare Benefits for the Elderly

    • The State Pension Scheme

    • The State Pensions Credit

    • Pensions Credit and Gary Lineka (BBC Football Pundit)

  • 7

    Lesson 6 - Direct Investments: Cash and Fixed Interest

    • Investment Returns - Different Ways of Investing Your Money

    • Deposit Accounts

    • Taxation of Savings Accounts

    • National Savings and Investments

    • NS&I - Post COVID

    • Gilts

    • Different Types of Bonds

    • Offshore Investments

    • Compound Interest Explained

      FREE PREVIEW
    • CeMAP Lessons 5 and 6 Textbook Audio Review

  • 8

    Lesson 7 - Other Direct Investments

    • Investment Markets - Who Advises and Sells Investments

    • An Overview of Shares

    • Different Types of Shares

    • ShareSave Schemes - Investing in Your Employer's Shares

    • Share Options Made Simple

    • Share Options - More Detail

    • Short Selling Shares

    • Short Selling and Gamestop

    • Investing in Property - Your Options

    • Equities and Property Investment Audio Clip

  • 9

    Lesson 8 - Collective Investments

    • The Collective Six - An Overview of Six Collective Investments

    • Endowment Policies - With Profit and Unit Linked

    • Insurance Funds - Investing in Insurance Companies via Investment Bonds

    • Taxation of Investment Bonds

    • Bonds - Top Slicing Dilemma and Various Uses

    • Qualifying or Non Qualifying - That is the Question

    • Unit Trusts

    • Open Ended Investment Companies (OEICs)

    • OEICs and the Dilution Levy

    • The Problem of Open Ended Funds

    • Investment Trusts and Real Estate Investments (REITs)

    • REITS Examined

    • Platforms, Wraps and Fund Supermarkets

    • Review Audio on Collective Investments

    • CeMAP Lessons 7 and 8 Textbook Audio Review

  • 10

    Lesson 9 - Tax Wrappers and Platforms

    • Wealth Management and Platforms - Explained and a Warning

    • The Famous Five ISAs - Investment Savings Accounts

    • ISAs and Death of the Account Holder

    • Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs)

    • Bernie Madoff - Ponzi Schemes

    • Review Audio on ISAs and Investment Bonds

  • 11

    Lesson 10 - Pension Products

    • Workplace Pensions

    • Occupational (Work) Pensions

    • Contributing to a Personal Pension

    • Review Audio on State Pension Scheme and Pension Contributions

    • Pensions and Death of Policyholder

    • Personal Pensions and Taking Benefits

    • Personal Pensions - Taking Drawdown

    • Annuities - An Overview

    • CeMAP Lessons 9 and 10 Textbook Audio Review

    • 50 Years of State and Personal Pensions

  • 12

    Lesson 11 - Life Assurance

    • Types of Life Policy - an Overview

    • Term Assurances for Mortgage Protection

    • Whole of Life Policies

    • Trusts and Life Assurance

    • Key Person Insurance

    • Relevant Life Plans

    • Partnership Protection

  • 13

    Lesson 12 - Health and General Insurance

  • 14

    Lesson 13 - Secured and Unsecured Lending

    • Mortgages - Interest Only versus Repayment

    • Mortgage Products - CeMAP 1 Coverage

    • Other Types of Secured and Unsecured Lending

  • 15

    Lesson 14 - Understanding and Satisfying Customer Needs

    • How to Conduct a Factfind

    • How to Factfind Online on Video

    • Factfinding Effectively - Ten Tips

    • Eliciting Hard Facts in a Factfind

    • How to Advise a Mortgage

    • CeMAP Lessons 13 and 14 Textbook Audio Review

  • 16

    Lesson 15 - The Main Advice Areas

    • Giving Financial Advice - Holistic Advice

  • 17

    Lesson 16 - Key Legal Concepts

    • Types of Businesses in the UK

    • The Legal Process of Death - Probate

    • Making a Will

    • IHT and Wills – In the Real World

    • Dying Without a Will - The Law of Intestacy

    • Lasting Power of Attorney

    • Lasting Power of Attorney - Modernised at Last

      FREE PREVIEW
    • The Law of Contract and Agency Law

    • Contract Law - More Detail

    • Insolvency, Bankruptcy and Debt Problems

    • CeMAP Lessons 15 and 16 Textbook Audio Review

  • 18

    Lesson 17 - Online Testing

    • Unit 1 Online Test

    • CeMAP 1 Online Test Pack

    • Revision and Exam Tips Audio

  • 19

    Lesson 18 - The FCA's Aims and Activities

    • History of Regulation

    • The FCA Handbook - An Overview

    • The FCA and Regulation of the Sector

    • The Mortgage Market Review (MMR) From 2014

    • The Mortgage Credit Directive (MCD) from 2016

    • The Financial Adviser Market Review (FAMR) From 2016

    • The FCA and How They Handle Scams

    • Brexit and Regulation Changes

  • 20

    Lesson 19 - Regulating Firms and Individuals

    • The Requirements When Recruiting Individual Advisers

    • Judgement Based Supervision

    • Advisers - Statements of Professional Standing and and Continued Professional Development (CPD)

    • Senior Management and Certification Regime (SMCR)

    • SMCR and Solo Firms

    • Training and Competency Schemes (T&C)

    • Your Route to CAS

    • How to Do Unstructured CPD Properly

    • CeMAP Lessons 18 and 19 Textbook Audio Review

  • 21

    Lesson 20 - Prudential Supervision

  • 22

    Lesson 21 - Conduct of Business Requirements (COBs) - Part One

    • The Categories of Advice Given

    • Overview of All COBs

    • COBs - Part One - More Detail

    • Giving Suitable Advice and Documentation

    • Investment Product Disclosure - Key Information Document (KID)

    • Mortgage Regulation - A Quick Guide

    • Overview of Mortgage Conduct of Business Rules (MCOBs)

    • CeMAP Lessons 20 and 21 Textbook Audio Review

  • 23

    Lesson 22 - Conduct of Business Requirements (COBs) - Part Two

    • COBs - Part Two - Detail

    • Advising Insurance with Insurance Conduct of Business Rules (ICOBs)

    • How the Banks are Monitored by the Regulator

    • The Payment Services Directive

  • 24

    Lesson 23 - Consumer Credit

    • Consumer Credit Act

    • The FCA and How They Handle Consumer Credit

    • FCA's Consumer Credit Rules - CONC

    • The Consumer Credit Directive

    • CeMAP Lessons 22 and 23 Textbook Audio Review

  • 25

    Lesson 24 - Anti Money Laundering

    • Anti Money Laundering

    • Money Laundering Regulations 2017

  • 26

    Lesson 25 - Other Regulation Affecting the Advice process

    • Bribery Act 2010

    • Professional Indemnity Insurance

    • General Data Protection Regulations (GDPR)

    • Insurance Distribution Directive

  • 27

    Lesson 26 - Consumer Rights, Complaints and Compensation

    • Complaint Handling

    • Consumer Rights and the Act of 2015

    • Financial Ombudsman Service

    • How Consumers are Protected by Society

    • Consumer Protection Regulations and Estate Agents

    • CeMAP Lessons 23 and 24 Textbook Audio Review

  • 28

    Lesson 27 - Online Testing

    • Unit 2 Online Test

    • CeMAP 1 Online Test Pack

  • 29

    CeMAP Multi-Choice Question Analysis Live Sessions

    • Live Zoom Recordings of CeMAP Multi-Choice Question Analysis 2020 November 30

    • Live Zoom Recordings of CeMAP Multi-Choice Question Analysis 2020 December 08

    • Live Zoom Recordings of CeMAP Multi-Choice Question Analysis 2020 December 14

    • Zoom Recording of CeMAP Multi-Choice Question Analysis 2020 December 21

    • Live Zoom Recordings of CeMAP Multi-Choice Question Analysis - January 4th 2021

    • Zoom Recordings of CeMAP Multi-Choice Question Analysis 2021 January 11

    • Zoom Recordings of CeMAP Multi-Choice Question Analysis 2021 January 23

    • Zoom Recordings of CeMAP Multi-Choice Question Analysis 2021 February 6th

  • 30

    Bonus CeMAP 1 Revision Materials

    • Exam Tips from a Successful Student

    • CeMAP 1 Revision Guide

    • CeMAP 1 Additional Test Pack

  • 31

    Bonus CeMAP 1 Audio Programme

    • CeMAP 1 Part One - FS Industry and Income Tax

    • CeMAP 1 Part Two - Other Taxes

    • CeMAP 1 Part Three - Economic aspects and savings products

    • CeMAP 1 Part Four - Fixed interest products, Gilts, Bonds

    • CeMAP 1 Part Five - Collectives - unit trusts, OEICs, Investment Trusts

    • CeMAP 1 Part Six - Life Assurance, with profits and endowments

    • CeMAP 1 Part Seven - Insurance products, life, health, general, pension

    • CeMAP 1 Part Eight - Mortgages and giving financial advice

    • CeMAP 1 Part Nine - Legal aspects

    • CeMAP 1 Part Ten - FCA Regulation and Principles

    • CeMAP 1 Part Eleven - Regulating and Authorising Firms

    • CeMAP 1 Part Twelve - Conduct of Business Rules and Consumer Credit

    • CeMAP 1 Part Thirteen - Complaints, Money Laundering, Data Protection

    • CeMAP Tips Teleseminar Recording

    • Bonus Audio 1 - Equities and Property

    • Bonus Audio 2 - Collective Investments

    • Bonus Audio 3 - State Pension Scheme and Pension Contributions

    • Bonus Audio 4 - Types of Pension Schemes and Auto Enrolment

    • Bonus Audio 5 - Retirement Options for Lump Sums

    • Bonus Audio 6 - Retirement Choices for Income and SSIPs

    • Bonus Audio 7 - ISAs and Investment Bonds

  • 32

    CeMAP Livestream Video Weekly Recordings 2021

    • Mortgage Livestream 2021 January 04 - The bouyant mortgage market and selling life protection

      FREE PREVIEW
    • Mortgage Livestream 2021 January 11 - Brexit and Mortgage Advising

    • Mortgage Livestream 2021 January 18 - Leasehold changes and tips to take an online exam

    • Mortgage Livestream 2021 January 25 - Business Insurance

    • Mortgage Livestream 2021 February 01 - Bitcoin Simplified (10 mins)

    • Mortgage Livestream - 2021 February 08 - Short Selling and Factfinding Part 1

    • Mortgage Livestream - 2021 February 15th - Debt consolidation and vulnerable customers

    • Mortgage Livestream 2021 February 22 - The Second "Big Bang" and Factfinding

    • Mortgage Livestream 2021 March 01 - Equity Release and The Mortgage Market in 2021

    • Mortgage Livestream - 2021 March 8th - The Mortgage Guarantee Scheme

    • Mortgage Livestream 2021 March 15 - Advising versus selling advice

    • Mortgage Livestream 2021 March 22 - Inflation and Charging Fees

    • Mortgage Livestream 2021 March 29 - Advising Mortgages and Personal Branding

    • Mortgage Livestream – 2021 April 12 – Bridging and Trainee Mortgage Advisers

    • Mortgage Livestream 2021 April 19 - Protection, CPI and BTL Cover

    • Mortgage Livestream - 2021 April 26 - Pension Contributions, Vanguard Warning and Bernie

    • Mortgage Livestream - 2021 May 04 - IHT, Wills and moving with the times

    • Mortgage Livestream - 2021 May 17 - Conveyancing, selling and CPD

    • Mortgage Livestream - 2021 May 24 – Income Tax Spotlight

    • Mortgage Livestream 2021 June 07 - Complaints, Inflation and Calculations

    • Mortgage Livestream - 2021 June 21 - the new CeMAP 2 and 3 plus measuring your CPD

  • 33

    CeMAP Livestream Recordings 2020

    • CeMAP Livestream 2020 December 21 - Setting Your IFA Goal and Why You Should

    • CeMAP Livestream 2020 December 07 - Disability Benefits and How to Factfind on Video

    • CeMAP Livestream 2020 November 30 - Sickness and Death Welfare Benefits

    • CeMAP Livestream 2020 November 16 - Welfare Benefits and EWS1 Surveys

    • CeMAP Livestream 2020 November 09 - Equity Release Advice and the FCA

    • CeMAP Livestream 2020 October 26 - REITs and Green Home Grants

    • CeMAP Livestream 2020 October 05 - Video Selling Tips

    • CeMAP Livestream 2020 September 28 - Internet Lead Generation

    • CeMAP Livestream 2020 September 21 - Married Couples Allowance

    • CeMAP Livestream 2020 September 14 - Capital Gains Tax

    • CeMAP Livestream 2020 September 07 - ISAs The Famous Five

    • CeMAP Livestream 2020 August 24 - Tax Update for 2020/2021

    • CeMAP Livestream 2020 August 17 - Taxation of Property

    • CeMAP Livestream 2020 August 10

    • CeMAP Livestream 2020 August 03

    • CeMAP Livestream 2020 July 27

    • CeMAP Livestream 2020 July 20

    • CeMAP Livestream 2020 July 13

    • CeMAP Livestream 2020 June 29

    • CeMAP Livestream 2020 June 22

    • CeMAP Livestream 2020 June 15

    • CeMAP Livestream 2020 June 08

    • CeMAP Livestream 2020 June 01

    • CeMAP Livestream 2020 May 18

    • CeMAP Livestream 2020 May 11

    • CeMAP Livestream 2020 May 04

    • CeMAP Livestream 2020 April 27

    • CeMAP Livestream 2020 April 20

    • Paul's CeMAP Livestream Podcast

      FREE PREVIEW
    • CeMAP Livestream 2020 April 06

    • CeMAP Livestream 2020 March 30

    • CeMAP Livestream 2020 March 23

    • CeMAP Livestream 2020 March 16

    • CeMAP Livestream 2020 March 09

    • CeMAP Livestream 2020 February 24

    • CeMAP Livestream 2020 February 17

    • CeMAP Livestream 2020 March 02

    • CeMAP Livestream 2020 February 10

    • CeMAP Livestream 2020 February 04

    • CeMAP Livestream 2020 January 27

    • CeMAP Livestream 2020 January 13

    • CeMAP Livestream 2020 January 20