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.

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, delivered on RevisionMate.
• Assessment entry

Individual Savings Account Administration (FA5) develops your understanding of investment issues, together with detailed guidance on the administration of individual savings accounts.

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 a knowledge and understanding of how life and pensions customer operations activities and customer services techniques relate to the consumer environment, and to develop an ability to apply this understanding to a range of customer operations scenarios.

The default Enrolment option for this unit includes:

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

Life and Pensions Principles and Practices (LP3) develops knowledge and understanding of the principles and practices that underlie the life and pensions industry.

The default Enrolment option for this unit includes:

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

Life Office Administration (FA1) develops your understanding of life and pensions issues, together with detailed guidance on the administration of these classes 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.

Long Term Care Insurance (CF8) develops your understanding of Long Term Care (LTC) cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

The default Enrolment option for this unit includes:

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

Mortgage Advice (CF6) develops your understanding of the various types of mortgage product and repayment options and the giving of mortgage advice.

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,  Knowledge Checker, E-learn  (delivered on RevisionMate).

• Assessment entry.

Pensions Administration (FA2) develops your understanding of life and pensions issues, together with detailed guidance on the administration of these classes 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 Financial Services, Regulation and Ethics (CF1) develops your understanding of the financial services industry including regulation and legislation.

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,  Knowledge Checker, E-learn (delivered on RevisionMate).

• Assessment entry.