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  1. Advanced Mortgage Advice (R07)

    Advanced Mortgage Advice (R07)

    Advanced Mortgage Advice (R07) develops knowledge and understanding of the key elements of the mortgage process, specialist types of mortgage lending and to test candidates' ability to give appropriate mortgage advice to clients with complex needs and circumstances.

    The default Enrolment option for this unit includes:

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

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 70 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  2. Business Financial Planning (AF2)

    Business Financial Planning (AF2)

    Business Financial Planning (AF2) develop in depth financial planning skills related to business.

    Please note - AF2 has now been withdrawn. For further information please see our FAQs - hereIn addition, a resit only assessment opportunity is being arranged for the second half of 2021. Further details will be provided to students who have previously failed the assessment (during the Q2 2021 exam session or a previous exam session).

    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Written Exam Assessment Type
    • 30 CII Credits CII Credits
  3. Discretionary Investment Management (J10)

    Discretionary Investment Management (J10)

    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.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 80 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  4. Equity Release (ER1)

    Equity Release (ER1)

    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.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 70 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  5. Financial Planning Practice (R06)

    Financial Planning Practice (R06)

    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.
    • Additional revision aids.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  6. Financial Planning Process (AF5)

    Financial Planning Process (AF5)

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

    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  7. Financial Protection (R05)

    Financial Protection (R05)

    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.
    • Additional revision aids.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 50 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 10 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  8. Financial Services Products and Solutions (LP2)

    Financial Services Products and Solutions (LP2)

    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.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
  9. Financial Services, Regulation and Ethics (R01)

    Financial Services, Regulation and Ethics (R01)

    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.
    • Additional revision aids.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  10. Group Risk (GR1)

    Group Risk (GR1)

    Group Risk (GR1) develops your understanding of group risks, including the operations of such schemes and their features and taxation.

    The default Enrolment option for this unit includes:

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

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 50 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 10 CII Credits CII Credits
    • Multiple enrolment options Multiple options available

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