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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, delivered  on RevisionMate.
    • Assessment entry.
    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
  2. 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, delivered on RevisionMate.
    • Assessment entry.
    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
  3. 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, delivered on RevisionMate.
    • Revision aids: Key Facts Booklet, Audio Revision, E-learn (delivered on RevisionMate).
    • Assessment entry
    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
  4. 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, delivered  on RevisionMate.
    • Revision aids: Key Facts Booklet, Audio Revision, Knowledge Checker, E-learn (delivered on RevisionMate).

    • Assessment entry.
    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
  5. Investment Principles and Risk (R02)

    Investment Principles and Risk (R02)

    Investment Principles and Risk (R02) develops your knowledge and understanding of investment products and the application of the investment advice process.

    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.
    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
  6. Paraplanning (J09)

    Paraplanning (J09)

    Paraplanning (J09) develops knowledge and understanding of the role of the paraplanner in providing financial services, and how to evaluate and analyse the customer's financial circumstances to provide potential solutions.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only, delivered on RevisionMate.
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  7. Pension Income Options (J05)

    Pension Income Options (J05)

    Pension Income Options (J05) develops knowledge and understanding of pension crystallisation and the drawing of income via various options.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only, delivered on RevisionMate.
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  8. Pensions and Retirement Planning (R04)

    Pensions and Retirement Planning (R04)

    Pensions and Retirement Planning (R04) develops your knowledge and understanding of pension and retirement 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.
    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
  9. Personal Taxation (R03)

    Personal Taxation (R03)

    Personal Taxation (R03) develops your knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

    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.
    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
  10. Securities Advice and Dealing (J12)

    Securities Advice and Dealing (J12)

    Securities and Advice Dealing (J12) develops knowledge and understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only, delivered on RevisionMate.
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 70 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

Displaying 10 / 13 Items

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