Financial Planning Practice (R06) has been developed to help advisers develop and demonstrate their financial planning capabilities.

The default Enrolment option for this unit includes:

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

• Additional revision aids

  • Key Facts Booklet
  • Audio Revision
  • Knowledge Checker
  • E-learn
  • Video Revision (Post Case Study)

• Assessment entry.

The objective of Financial Planning Process (AF5) is to develop an understanding of the financial planning process when giving advice to clients.

The objective of Investment Planning (AF4) is to develop in depth financial planning skills related to investments and the management of investment portfolios. 

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Additional revision aids.
• Assessment entry.

Pension Income Options (J05) develops knowledge and understanding of pension crystallisation and the drawing of income via various options.

The default Enrolment option for this unit includes:

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

The objective of Pension Transfers (AF7) is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. This unit brings you up to date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops your advice skills across a range of client circumstances and scenarios.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Additional revision aids.
• Assessment entry.

The objective of Personal Tax and Trust Planning (AF1) is to develop in depth financial planning skills related to personal tax and trusts.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Additional revision aids.
• Assessment entry.

Principles of Takaful (590) provides knowledge and understanding of how and why Takaful operates as an Islamic variant of insurance; the technical and operational aspects of Takaful; and the role of Takaful in the global marketplace.

This unit will soon be withdrawn from sale.

Please note – for those who have previously purchased but not yet booked their exam, bookings can be made via MyCII. The final date you will be able to sit an 590/595 exam is 14 March 2023. Please click here for more information.

The default Enrolment option for this unit includes:

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

Supervision in a Regulated Environment (J07) provides an overview of the knowledge required to supervise someone who gives advice on regulated products under the FCA Training and Competence (T&C) requirements in the UK. This includes investment advisers, those who provide advice on mortgages and insurance, and some administration functions covered under the ‘overseer’ rules.

The default Enrolment option for this unit includes:

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

This unit has now been withdrawn

The Tax and Legal Aspects of Business (J03) develops knowledge and understanding of corporate taxation and legal aspects of business.

Trusts (J02) develops knowledge and understanding of the various types of trusts.

The default Enrolment option for this unit includes:

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