Final Lowes Academy Brochure November 2022

R05: The Syllabus and Learning Outcomes

The syllabus aims to develop the learner’s knowledge and understanding of investment products and ensure candidates will be able to evaluate the complex needs of clients and recommend an appropriate solution. In order to do this, learners must have a detailed understanding of the following areas:

R05 Course: Financial Protection

E x p e c t e d N u m b e r o f Q u e s t i o n s i n E x a m

L e a r n i n g O u t c o m e s

U n d e r s t a n d t h e c o n s u m e r a n d r e t a i l m a r k e t f a c t o r s a n d t r e n d s r e l e v a n t t o f i n a n c i a l p r o t e c t i o n . U n d e r s t a n d t h e a r e a s o f n e e d f o r p r o t e c t i o n p l a n n i n g a n d t h e m a i n s o u r c e s o f f i n a n c i a l p r o t e c t i o n . U n d e r s t a n d t h e r o l e a n d l i m i t a t i o n s o f S t a t e b e n e f i t s a n d s t a t e / l o c a l a u t h o r i t y f u n d e d s o l u t i o n s f o r f i n a n c i a l p r o t e c t i o n . U n d e r s t a n d t h e r a n g e , s t r u c t u r e a n d a p p l i c a t i o n o f l i f e a s s u r a n c e a n d p e n s i o n b a s e d p o l i c i e s t o m e e t f i n a n c i a l p r o t e c t i o n n e e d s . U n d e r s t a n d t h e t a x a t i o n t r e a t m e n t o f l i f e a s s u r a n c e a n d p e n s i o n b a s e d p r o t e c t i o n p o l i c i e s U n d e r s t a n d t h e r a n g e , s t r u c t u r e a n d a p p l i c a t i o n o f i n c o m e p r o t e c t i o n i n s u r a n c e a n d o p t i o n s t o m e e t f i n a n c i a l p r o t e c t i o n n e e d s U n d e r s t a n d t h e r a n g e , s t r u c t u r e a n d a p p l i c a t i o n o f c r i t i c a l i n s u r a n c e t o m e e t f i n a n c i a l p r o t e c t i o n n e e d s U n d e r s t a n d t h e r a n g e , s t r u c t u r e a n d a p p l i c a t i o n o f l o n g - t e r m c a r e i n s u r a n c e t o m e e t f i n a n c i a l p r o t e c t i o n n e e d s U n d e r s t a n d t h e m a i n f e a t u r e s o f o t h e r i n s u r a n c e b a s e d p r o t e c t i o n p o l i c i e s E v a l u a t e t h e n e e d s a n d p r i o r i t i e s f o r f i n a n c i a l p r o t e c t i o n a n d t h e r e l e v a n t f a c t o r s i n s e l e c t i n g a p p r o p r i a t e s o l u t i o n s .

3 questions

3 questions

3 questions

Flexible courses available for R05

8 questions

6 questions

R05: ‘Financial Protection’ (10 Credits) The CII’s R05 exam, ‘ Financial Protection’ forms part of the Diploma in Regulated Financial Planning and upon successful completion will give you 10 credits at diploma level. As noted on the facing page, there are 10 learning outcomes for the R05 exam, with different weight and emphasis applied to each. The R05 course is suitable for anyone wanting to gain the full CII Level 4 Diploma in Regulated Financial Planning, but would be particularly beneficial for also Paraplanners, Technical Consultants, and those working in financial planning support roles.

6 questions

6 questions

3 questions

6 questions

6 questions

The exam is a 1 hour exam, made up of 50 questions; all of which are multiple response questions, which require you to select more than one answer. The question will not specify howmany answers you need to select! The R05 exam has a current pass mark of 65%. R05: The Exam

www.LowesAcademy.co.uk | 17 Level 4

To find out more about the CII’s R05 Course, including the latest course availablity, curent tuition pricing or to register your interest, please visit ourwebsite LowesAcademy.co.uk . Alternativelycontact LowesFinancial Academy on 0191 287 8717 or email at Academy@Lowes.co.uk .

“Figures show that R05 has a pass rate of just 76%. This is where Lowes Financial Academy can help.”

16 | www.LowesAcademy.co.uk