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Financial Planning Practice (R06)
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.
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Additional revision aids
- Key Facts Booklet
- Audio Revision
- Knowledge Checker
- E-learn
- Video Revision (Post Case Study)
- Assessment entry.
**Click here for an important notice for international deliveries**
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Investment Planning (AF4)
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.
**Click here for an important notice for international deliveries**
- UK Market
- 150 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Life, critical illness and disability claims (P62)
This unit has now been withdrawn
The objective of this unit is to develop knowledge and skills for the assessment of life, critical illness and disability claims incorporating medical, legal and financial considerations, and the ability to apply these to claims scenarios.
- UK Market
- 80 Study Hours
- Written Exam Assessment Type
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Life, critical illness and disability underwriting (P61)
This unit has now been withdrawn
Life, Critical Illness and Disability Underwriting (P61) develops underwriting skills in life, disability and critical illness insurances based upon an understanding of the major systems of the body and its diseases and of non-medical risks.
- UK Market
- 80 Study Hours
- Written Exam Assessment Type
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Pension Income Options (J05)
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.
**Click here for an important notice for international deliveries**
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Pension Transfers (AF7)
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.
**Click here for an important notice for international deliveries**
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Personal Tax and Trust Planning (AF1)
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.
**Click here for an important notice for international deliveries**
- UK Market
- 150 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Principles of Takaful (590)
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.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only.
- Assessment entry.
- UK Market
- 120 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available