| ID | Title | Estimated TIme (Days) | Credits | Assessment Type |
| AFA | Module 1 Core Knowledge (compulsory) Financial markets, the advice process and products. | 6.5 months | 40 total | |
| 28363 | Demonstrate understanding of financial services best practice, professionalism, and recognised advice process. | 48 | 10 | Written Answers |
| 28364 | Demonstrate understanding and application of the regulatory environment for financial services. | 24 | 5 | Written Answers
|
| 28365 | Demonstrate understanding and apply research and analysis processes to develop fit for purpose financial solutions. advice and the products used by financial advisers. | 75 | 15 | Written + Evidence |
| 28366 | Demonstrate understanding of financial markets and how factors in the economic environment impact on market participants. | 48 | 10 | Written Answers |
| Choose at least 1 module from below. For those students wanting to gain AFA status you must complete the Core Knowledge + Financial Advice + Investment modules. | |
| AFA | Module 2 Financial Advice Strand | 4.7 months | 30 total | |
| 26360 | Demonstrate understanding of the legislative framework for financial advisers. | 24 | 5 | Skills Exam |
| 25650 | Demonstrate the steps in the financial advice process relating to client relationships and gathering information. | 28 | 6 | Skills Evidence |
| 25651 | Demonstrate the steps in the financial advice process relating to the development and presentation of recommendations. | 38 | 8 | Skills Evidence |
| 25652 | Demonstrate the steps in the financial advice process relating to the implementation and review processes. | 28 | 6 | S Skills Evidence |
| 25653 | Apply requirements of regulations, professional practice standards, and operational guidelines as a financial adviser. | 24 | 5 | Skills Evidence |
| AFA | Module 3 Investment Strand | 4 months | 25 total | |
| 28375 | Demonstrate understanding of investment concepts and the associated regulatory environment. | 24 | 5 | Written Answers |
| 28376 | Demonstrate understanding of investment assets and apply appropriate assets to meet identified invest objectives. | 48 | 10 | Written Answers |
| 28377 | Demonstrate and apply understanding of investment analysis technique used to test against predetermined requirements. | 48 | 10 | Written Answers |
| | Module 4 Personal Risk (Life & Health) Insurance Strand | 4 months | 25 total | |
| 28371 | Demonstrate understanding of insurance concepts and principles and apply to life & health insurance situations. | 24 | 5 | Written Answers |
| 28372 | Demonstrate understanding of Life & health insurance legislation, regulations, codes of practice and roles. | 24 | 5 | Written Answers |
| 28373 | Demonstrate understanding of life & health insurance needs and products and apply products to meet client needs. | 48 | 10 | Written Answers |
| 28374 | Demonstrate understanding of the creation, maintenance, claims, and review processes of life & health insurance. | 24 | 5 | Written Answers |
| | Module 5 General Risk Insurance Strand | 4 months | 25 total |
|
| 28367 | Demonstrate understanding of insurance concepts and principles and apply to general insurance situations. | 24 | 5 | Written Answers |
| 28368 | Demonstrate understanding of general insurance legislation, regulations, codes of practice and roles. | 24 | 5 | Written Answers |
| 28369 | Demonstrate understanding of general insurance needs and products and apply products to meet client needs. | 48 | 10 | Written Answers |
| 28370 | Demonstrate understanding of the creation, maintenance, claims, and review processes of general insurance. | 24 | 5 | Written Answers |
| | Module 6 Mortgage Adviser (Residential Property Lending) Strand | 3.2 months | 20 total | |
| 28383 | Demonstrate understanding of residential property lending and associated organisational and regulatory requirements. | 24 | 5 | Written Answers |
| 28384 | Demonstrate understanding of residential property lending products and the borrowing needs they meet. | 24 | 5 | Written Answers |
| 28385 | Demonstrate understanding of the residential property market and the impact on residential property lending. | 24 | 5 | Written Answers |
| 28386 | Develop financial solutions to meet the needs of residential property borrowers and apply a loan application process. | 24 | 5 | Written Answers |