Archer Training Ltd Online Courses

The Financial Services Industry

The UK Lending Sector

How the EU Regulates Financial Services

An Overview of the Whole UK Economy

How We Measure the UK Economy

Monetary versus Fiscal Economic Policies

MMT or Modern Monetarist Theory

Quantitative Easing (QE) Explained in More Detail

What to do in a Recession

Inflation Made Simple

How is the CPI Index Created

History of Financial Regulation

Inflation and Peanut Butter - An Amusing Metaphor

Bitcoins Simplified

GovCoins and New Money

CeMAP Lessons 1 and 2 Textbook Audio Review

Taxation – Definitions

Residence Explained Further

Income Tax - A Template to Calculate

Income Tax Personal Allowances 2021/22

The Married Couples Allowance

5 Calculation Examples for Income Tax - Non, basic, high and additional rate payers 2021/22

National Insurance

Withholding Tax Rules

Examination Tax Table 2020/2021

Capital Gains Tax 2021/22

Legally Avoiding CGT

Inheritance Tax (IHT) 2021/22

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 2021/22

Value Added Tax (VAT)

CeMAP Lessons 3 and 4 Textbook Audio Review

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)

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

CeMAP Lessons 5 and 6 Textbook Audio Review

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

The Collective Six - An Overview of Six Collective Investments

Endowment Policies - With Profit and Unit Linked

Life Assurance Funds

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

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

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

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

Income Protection Insurance (IPI) and Critical Illness (CI)

Business Insurance

ASU versus IPI

Long Term Care Plans

CeMAP Lessons 11 and 12 Textbook Audio Review

Mortgages - Interest Only versus Repayment

Mortgage Products - CeMAP 1 Coverage

Other Types of Secured and Unsecured Lending

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

Giving Financial Advice - Holistic Advice

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

The Law of Contract and Agency Law

Contract Law - More Detail

Insolvency, Bankruptcy and Debt Problems

CeMAP Lessons 15 and 16 Textbook Audio Review

Unit 1 Online Test

CeMAP 1 Online Test Pack

Revision and Exam Tips Audio

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

The End of Passporting

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

Prudential Supervision - The Detail

Compliance Monitoring by the FCA

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

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

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

Anti Money Laundering

Money Laundering Regulations 2017

Bribery Act 2010

Professional Indemnity Insurance

General Data Protection Regulations (GDPR)

Insurance Distribution Directive

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

Unit 2 Online Test

CeMAP 1 Online Test Pack

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

Exam Tips from a Successful Student

CeMAP 1 Revision Guide

CeMAP 1 Additional Test Pack

Revision Tips

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

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

Mortgage Livestream - 2021 July 05 - End of EU Passporting and Advisory Selling Skills

Mortgage Livestream - 2021 July 19 - GovCoins, Landlord Insurance and KPIs

Mortgage Livestream - 2021 July 26 - Share Protection Insurance

Mortgage Livestream - 2021 August 02 – Lead Generation and Objection Handling

Mortgage Livestream - 2021 August 09 - Rise of the Megabroker, Bridging and Coaching Protection

Mortgage Livestream - 2021 August 16 - Protection

Paul Archer’s Mortgage Livestream - 2021 August 23 - Bolt Ons for Protection and Closing

Paul Archer's Mortgage Livestream - 2021 September 06 - How to Become a Mortgage Broker

Paul Archer's Mortgage Livestream - 2021 September 13 – Long Term Care

Paul Archer's Mortgage Livestream - 2021 September 20 - AR v DA

Paul Archer's Mortgage Livestream - 2021 October 11 - MMT and Scots Law on Tenure

Paul Archer's Mortgage Livestream - 2021 October 18 – Metaverse and Income Tax

Paul Archer's Livestream - 2021 October 25 - Budget, Diversification and Guiding Your Client

Paul Archer's Mortgage Livestream - 2021 November 01 - Adviser Implications from the Budget plus taxation update for 2021/22

Paul Archer's Mortgage Livestream - 2021/11/15 - BNPL, Land Registration and Protection Selling Tips

Paul Archer's Mortgage Livestream - 2021 November 29th - Running Sales Meetings