ApEx Standards - Advising on Packaged Products

ApEx Standards - Advising on Packaged Products

The new qualification benchmark for the regulated activity ‘Advising on Packaged Products' includes all the Appropriate Exam Standards as shown in the box below. All examinations submitted to be included on the revised Appropriate Examination list for this activity will need to include and meet the standards in all the subject areas shown.

ApEx Standards: Retail Investment Advice - Advising on Packaged Products. A three layered diagram the first: Applications Of Knowlegde with one box Application Standards. The second Advice Activity Standards with two boxes: Pensions and Retirement Planning and Financial Protection. The third layer: Core Standards with three boxes Investment Principles, Personal Taxation and Financial Services Regulation and Ethics.





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