The objective of this unit is to develop an understanding of claims philosophies, systems, functions and the management of claims services.

The default Enrolment option for this unit includes:

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

The objective of Advanced Insurance Broking (930) is to provide knowledge and understanding of the management and operation of insurance broking organisations.

The default Enrolment option for this unit includes:

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

Advanced Risk Financing and Transfer (997) provides you with an understanding of the role that risk financing and risk transfer play in risk management.

The default Enrolment option for this unit includes:

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

The objective of this unit is to develop an understanding of the requirements of managing overall risk exposures and arriving at appropriate pricing to ensure fair outcomes.

The default Enrolment option for this unit includes:

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

Aviation and Space Insurance (M91) develops an understanding of the risks and practices related to aviation and space insurance and related issues.

The default Enrolment option for this unit includes:

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

Economics and Business (530) provides you with an understanding of the economic and business environment and its approach to insurance together with some of the issues that need to be addressed by managers at this level.

The default Enrolment option for this unit includes:

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

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
  • E-learn

• 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 this unit is to enable candidates to understand how an insurance operation is managed.

The default Enrolment option for this unit includes:

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

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.

Marine Hull and Associated Liabilities (M98) provides knowledge and understanding of marine hull and related liability risks and their insurance.

The default Enrolment option for this unit includes:

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

The objective of this unit is to develop an understanding of the role of the marketing function and its application to insurance.

The default Enrolment option for this unit includes:

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

Paraplanning (J09) develops knowledge and understanding of the role of the paraplanner in providing financial services, and how to evaluate and analyse the customer's financial circumstances to provide potential solutions.

The default Enrolment option for this unit includes:

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

590/595 has now been withdrawn, following the final exam session on 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.

The objective of this unit is to develop an understanding of the fundamental principles of reinsurance in the global marketplace and how it operates.

The default Enrolment option for this unit includes:

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

The objective of Retirement Income Planning (AF8) is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. 

The default Enrolment option for this unit includes:

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

The objective of this unit is to enable candidates to understand the management of risk within the context of an insurance organisation.

The default Enrolment option for this unit includes:

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

The objective of Senior Management and Supervision (AF6) is to develop the candidates' ability to apply and evaluate supervision principles and practices in a retail financial services business.

The default Enrolment option for this unit includes:

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

Strategic Claims Management (996) provides you with an introduction to the concepts and processes of strategic claims management, together with some of the issues that need to be addressed by leaders at this level.

The default Enrolment option for this unit includes:

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

To enable candidates to understand the strategic context within which an underwriting function is managed.

The default Enrolment option for this unit includes:

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