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

Financial Protection (R05) develops your knowledge and understanding of and ability to analyse financial protection 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.

Summarising the key information contained in the study text, the pocket-sized Key facts booklet is perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

The digital-only Key facts booklet (2023/24 edition) product includes the 2023/24 edition of the key facts booklet course (in digital format, delivered on RevisionMate)

Access to the default option R05 Key facts booklet course (2023/24 edition) on RevisionMate is only available during the 2023/24 syllabus period, which will end on 31 August 2024.

(Note: Alternatively, this product is included as part of the 'R05 Enrolment Plus' package.)

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 R05 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.

Financial Services Products and Solutions (LP2) develops knowledge and understanding of customer needs, how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.

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  LP2 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.

Financial Services, Regulations and Ethics (R01) develops your knowledge and understanding of the financial services profession, including regulation, legislation and the Code of Ethics.

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.

Accessed via RevisionMate, Audio revision aids provide an ideal way to reinforce the learning from the study text. They cover the key elements of each subject in MP3 audio recordings and last around 3–5 hours, depending on the subject. Produced by The Patterson Group.

The default enrolment edition for this Audio revision product is the 2023-24 edition, delivered on RevisionMate. Your enrolment to this course will 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.

Please note that by purchasing this product you are agreeing to The Patterson Group’s terms and conditions.

(Note: Alternatively, this product is included as part of the ‘R01 Enrolment Plus’ package.)

Delivered via RevisionMate, this online tutorial provides interactive study, backed by an assessment tool to check understanding as you progress with your studies.

This is designed to complement, not replace, the primary study text. It provides visually engaging content and therefore memorable learning. It covers key and complex topics and not the entire syllabus.

Access to the default option R01 E-learn (2023-24 edition) on RevisionMate is only available during the 2023-24 syllabus period, which will end on 31 August 2024.

(Note: Alternatively, this product is included as part of the ‘R01 Enrolment Plus’ package.)

Summarising the key information contained in the study text, the pocket-sized Key facts booklet is perfect for studying when travelling to and from work or in situations when reading a study text is impractical.

The digital-only Key facts booklet (2023/24 edition) product includes the 2023/24 edition of the key facts booklet course (in digital format, delivered on RevisionMate)

Access to the default option R01 Key facts booklet course (2023/24 edition) on RevisionMate is only available during the 2023/24 syllabus period, which will end on 31 August 2024.

(Note: Alternatively, this product is included as part of the ‘R01 Enrolment Plus’ package.)