R05 Financial Protection

R05 Financial Protection forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse financial protection planning issues. The exam is based on 8 learning outcomes with varying emphasis given to each section.

R05 FINANCIAL PROTECTION

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Access Duration: 6 months

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Overview

R05 Financial Protection forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse financial protection planning issues.

Forms part of

The Diploma in Regulated Financial Planning

Credits awarded

10

Exam length

1 hour

Exam type

Multiple choice

Exam content

50 questions all standard format consisting of one correct answer.

Pass mark

In the region of 65%

Learning outcome 1

Understand the consumer and retail market factors and trends relevant to financial protection

Learning outcome 2

Understand the areas of need for protection planning and the main sources of financial protection.

Learning outcome 3

Understand the role and limitations of State Benefits and State/local authority funded solutions for financial protection

Learning outcome 4

Understand the range, structure and application of life assurance and pension based policies to meet financial protection needs.

Learning outcome 5

Understand the taxation treatment of life assurance and pension based protection policies.

Learning outcome 6

Understand the range, structure and application of income protection insurance and options to meet financial protection needs.

Learning outcome 7

Understand the range, structure and application of critical illness insurance to meet financial protection needs.

Learning outcome 8

Understand the range, structure and application of long term care insurance to meet financial protection needs

Learning outcome 9

Understand the main features of other insurance based protection policies.

Learning outcome 10

 Evaluate the needs and priorities for financial protection and the relevant factors in selecting appropriate solutions.

R05 Study Programme (6 months platform access) - £99.00 + VAT

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