The objective of Commercial Insurance Contract Wording (M21) is to develop knowledge and understanding of commercial (re)insurance contract wordings and the legal, regulatory and drafting issues surrounding these wordings.

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 this unit is to develop knowledge and understanding of the fundamental principles and practices of commercial property and business interruption insurances.

The default Enrolment option for this unit includes:

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

On 31 July 2023, new rules came into force for financial services firms. The new rules, known as the Consumer Duty, set a higher standard of consumer protection in financial services. All financial services firms are now required to review and update their products and services to ensure they are putting consumers at the heart of their business. The Consumer Duty Practice Diagnostic Tool* has been designed to enable Personal Finance practitioners to assess how effectively they and their teams have implemented the new Consumer Duty rules.

Customer Service in Insurance (IF9) provides knowledge and understanding of the customer service within the context of an insurance environment.

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 'Digital Study Text' (2024 edition) product includes the 2024 edition of the study text in digital format, available on RevisionMate.

This product does not include an examination voucher.

Access to your IF9 course on RevisionMate is only available during the 2024 syllabus period, which will end on 31 December 2024. After this time, you will not be able to access your materials.

The objective of this unit is to develop in the candidate an understanding of delegated underwriting authority from the perspective of all participants, including the setting up, successful management and development 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.

Discretionary Investment Management (J10) develops knowledge and understanding of the role of the Discretionary Investment Manager, and the ability to analyse and apply financial information and portfolio management skills.

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 'Digital Study Text' (2023-24 edition) product includes the 2023-24 edition of the study text in digital format, available on RevisionMate.

This product does not include an examination voucher.

Access to your  J10 course on RevisionMate is only available during the 2023-24 syllabus period, which will end on 31 August 2024. After this time, you will not be able to access your materials.

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, delivered on RevisionMate.
• Assessment entry.