Course curriculum
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1
Introductory Videos
- An Introduction to Your Tutor - Paul Archer FREE PREVIEW
- Screenshare Video - Showing How This System Works FREE PREVIEW
- Tips to Use Bootcamp
- Study Techniques - Learning Styles
- CeMAP 1 - 4 Month Scheduler FREE PREVIEW
- Memorising versus Understanding
- Tips to Take the Exam "At Home" Online
- Paul's First Hand Experience of Taking an At Home Exam
- Paul's CeMAP Livestream Podcast FREE PREVIEW
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2
Lesson 1 - Introducing the Financial Services Industry
- The Financial Services Industry
- The UK Lending Sector
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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
- History of Financial Regulation
- Inflation and Peanut Butter - An Amusing Metaphor
- CeMAP Lessons 1 and 2 Textbook Audio Review
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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
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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
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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)
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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
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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
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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
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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
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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
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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
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13
Lesson 12 - Health and General Insurance
- Income Protection Insurance (IPI) and Critical Illness (CI)
- General Insurance - An Overview FREE PREVIEW
- Business Insurance
- Mortgage Payment Protection (MPPI) and Accident Sickness (ASU) FREE PREVIEW
- ASU versus IPI
- Long Term Care Plans
- CeMAP Lessons 11 and 12 Textbook Audio Review
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14
Lesson 13 - Secured and Unsecured Lending
- Mortgages - Interest Only versus Repayment
- Mortgage Products - CeMAP 1 Coverage
- Other Types of Secured and Unsecured Lending
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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
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16
Lesson 15 - The Main Advice Areas
- Giving Financial Advice - Holistic Advice
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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
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18
Lesson 17 - Online Testing
- Unit 1 Online Test
- CeMAP 1 Online Test Pack
- Revision and Exam Tips Audio
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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
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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
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21
Lesson 20 - Prudential Supervision
- Prudential Supervision - The Detail
- The Basel Accords - Further Detail FREE PREVIEW
- Compliance Monitoring by the FCA
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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
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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
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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
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25
Lesson 24 - Anti Money Laundering
- Anti Money Laundering
- Money Laundering Regulations 2017
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26
Lesson 25 - Other Regulation Affecting the Advice process
- Bribery Act 2010
- Professional Indemnity Insurance
- General Data Protection Regulations (GDPR)
- Insurance Distribution Directive
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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
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28
Lesson 27 - Online Testing
- Unit 2 Online Test
- CeMAP 1 Online Test Pack
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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
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30
Bonus CeMAP 1 Revision Materials
- CeMAP 1 Revision Guide
- CeMAP 1 Additional Test Pack
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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
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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
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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