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

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

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, delivered  on RevisionMate.

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

• Assessment entry.

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.

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.

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 Investment Planning (AF4) is to develop in depth financial planning skills related to investments and the management of investment portfolios.  

The default Enrolment option for this unit includes:

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

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.

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.