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.

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 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.

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.

Equity Release (ER1) develops understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only, delivered on RevisionMate.
• 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, delivered on RevisionMate.
• Revision aids: Key Facts Booklet, Audio Revision, E-learn (delivered on RevisionMate).
• Assessment entry

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.

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.