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, 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.

The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of motor insurance practice, including the different types of motor risk and the compulsory insurance requirements.

The default Enrolment option for this unit includes:

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

Motor Insurance Products (IF5) provides you with knowledge and understanding of the practices and procedures connected with private motor, motorcycle and commercial motor insurance.

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.

Packaged Commercial Insurances (IF8) provides knowledge and understanding of the development and design of packaged commercial policies, scope of cover provided by the most common forms of packaged commercial policy; and arrangement and operation of packaged commercial insurance contracts.

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.

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, delivered on RevisionMate.
• 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, delivered on RevisionMate.
• 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, 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.