The objective of this unit is to develop knowledge and initial understanding of the life and pensions sector, its purpose, its customers and the financial solutions and operational practices that underpin delivery of good customer outcomes.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only, delivered on RevisionMate.
• Assessment entry.

Life and Pensions Principles and Practices (LP3) develops knowledge and understanding of the principles and practices that underlie the life and pensions industry.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only, delivered on RevisionMate.
• Assessment entry.

Life Office Administration (FA1) develops your understanding of life and pensions issues, together with detailed guidance on the administration of these classes of business.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only, delivered on RevisionMate.
• Assessment entry.

Long Term Care Insurance (CF8) develops your understanding of Long Term Care (LTC) cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only, delivered on RevisionMate.
• Assessment entry.

Mortgage Advice (CF6) develops your understanding of the various types of mortgage product and repayment options and the giving of mortgage advice.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only, delivered on RevisionMate.

• Revision aids:  Key Facts Booklet,  Knowledge Checker, E-learn  (delivered on RevisionMate).

• Assessment entry.

Pensions Administration (FA2) develops your understanding of life and pensions issues, together with detailed guidance on the administration of these classes of business.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only, delivered on RevisionMate.
• Assessment entry.

Pensions and Retirement Planning (R04) develops your knowledge and understanding of pension and retirement planning issues.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only, delivered  on RevisionMate.

• Revision aids: Key Facts Booklet, Audio Revision, Knowledge Checker, E-learn (delivered on RevisionMate).

• Assessment entry.

Personal Taxation (R03) develops your knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only, delivered  on RevisionMate.

• Revision aids: Key Facts Booklet, Audio Revision, Knowledge Checker, E-learn (delivered on RevisionMate).

• Assessment entry.

As part of the drive towards raising the standards and competence of financial advisers, the Financial Conduct Authority (FCA) approached the CII to create a re-evaluation test of the knowledge required to practice as a retail investment adviser.

The level 4 Diploma became the standard when the Retail Distribution Review came into force at the start of 2013. Advisers complete a minimum of 35 hours continuous professional development each year with the aim of maintaining and updating their knowledge. Only a few firms test their advisers' knowledge yearly as part of their Statement of Professional Standing. We believe that advisers having a good level of knowledge is the foundation to giving sound financial advice.

Securities and Advice Dealing (J12) develops knowledge and understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only, delivered on RevisionMate.
• Assessment entry.