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

  • 4

    Lesson 3 - UK Taxation Part One

    • Residence and Taxation
    • Income Tax
    • 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
    • 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

    • The Famous Five ISAs - Investment Savings Accounts
    • ISAs and Death of the Account Holder
    • Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs)
    • 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
    • The Lifeline Planning Tool - How to Elicit Soft Facts
    • Disturbing the Needs by Coaching the "Need" Gap
    • 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
    • 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)
    • 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

    • 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 - 2020 February 08 - Short Selling and Factfinding Part 1
    • Mortgage Livestream - 2020 February 15th - Debt consolidation and vulnerable customers
    • Mortgage Livestream 2021 February 22 - The Second "Big Bang" and Factfinding
  • 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