Lowes Financial Academy - Level 4 & Level 6 Prospectus

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:

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

8 questions

6 questions

6 questions

6 questions

3 questions

6 questions

6 questions

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 .