Your Path to a Career in Financial Services - Digital

R05: The Syllabus and Learning Outcomes

The syllabus aims to develop the learner’s knowledge and understanding of financial protection products, how they interact with State Benefits, the main features of contracts and the main protection needs of businesses. It does this by splitting the learning over 10 learning outcomes:

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 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

To find out more about the CII’s R05 Course, including the latest course availablity, curent tuition pricing or to register your interest, please click here. Alternatively contact Lowes Financial Academy on 0191 287 8717 or email at Academy@Lowes.co.uk.

www.LowesAcademy.co.uk | 17