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Delegated Authority (M66)
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.
- UK Market
- 100 Study Hours
- Mixed Assessment Assessment Type
- English (United Kingdom) English (United Kingdom)
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Diploma in Financial Planning
The Level 4 Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas.
- UK Market
- 50-100 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Diploma in Insurance.
The Level 4 Diploma in Insurance is a technical and supervisory qualification for insurance staff of any discipline. It provides a firm understanding of insurance fundamentals and develops your advanced technical knowledge.
- UK Market
- 80-120 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Diploma in Regulated Financial Planning
The level 4 Diploma in Regulated Financial Planning meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities. Candidates will develop technical knowledge and application within the specific topics and understand the integrated practical application of these technical knowledge and planning skills.
- UK Market
- 50-60 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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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.
- UK Market
- 80 Study Hours
- Multiple Choice Question Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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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
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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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.
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Revision aids: Key Facts Booklet, Audio Revision, Knowledge Checker, E-learn (delivered on RevisionMate).
- Assessment entry.
- UK Market
- 60 Study Hours
- Multiple Choice Question Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Fundamentals of Risk Management (M67)
The objective of this unit is to explore the principles of risk management and the role of insurance within these principles.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only, delivered on RevisionMate.
- Assessment entry.
- UK Market
- 100 Study Hours
- Mixed Assessment Assessment Type
- English (United Kingdom) English (United Kingdom)
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Insurance Broking Practice (M81)
The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of insurance broking practice, including the technical skills required with reference to client care.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only, delivered on RevisionMate.
- Assessment entry.
- UK Market
- 80 Study Hours
- Mixed Assessment Assessment Type
- English (United Kingdom) English (United Kingdom)
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Insurance Business and Finance (M92)
The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of Insurance business and finance practice.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only, delivered on RevisionMate.
- Assessment entry.
- UK Market
- 100 Study Hours
- Mixed Assessment Assessment Type
- English (United Kingdom) English (United Kingdom)