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.

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.

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 ER1 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 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

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 'R06 Enrolment Plus' package.)