The R05 E-Learning Platform

Who this is for? Mortgage advisers who want to boost earnings by offering protection Students who have already completed or are working through CeMAP Anyone aiming to complete the Diploma in Regulated Financial Planning (DipPFS)

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R05 E-Learning

Prepare for the R05 Financial Protection exam with self-paced video tutorials, audio lessons, an eBook, and exam-style mocks — plus direct WhatsApp support.

1. Introduction
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2. Welcome to the Course: What to Expect
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1. Understanding the Exam
1. What is Financial Protection & Why It Matters?
2. Audio: What is Financial Protection & Why it Matters
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3. Key Players: The FCA, Insurers & Financial Advisors
4. Audio: Key Players: The FCA, Insurers & Financial Advisors
1. What is Insurance & How Does It Work?
2. Audio: What is Insurance & How Does It Work?
3. Risk & Financial Planning: Why Protection Matters
4. Different Types of Insurance: Life, Health, Income & General
5. The Client Journey: How to Identify Protection Needs
1. What is Life Assurance & How is It Used?
2. Term Assurance: Level, Decreasing, and Increasing
3. Whole of Life Cover & Universal Life Policies
4. Relevant Life Policies & Business Protection
5. Comparing Life Assurance Options – Pros & Cons
1. What is Income Protection & How Does It Work?
2. Critical Illness Cover vs. Income Protection: Key Differences
3. Deferment Periods, Maximum Benefit & Taxation
4. Choosing the Right Cover for Different Clients
5. Common Myths & Misconceptions in Protection Policies
1. Lesson 5.1 – Accident, Sickness & Unemployment Cover (ASU)
2. Lesson 5.2 – Mortgage Payment Protection Insurance (MPPI)
3. Lesson 5.3 – Payment Protection Insurance (PPI) – The Truth Post-Scandal
4. Lesson 5.4 – State Benefits vs. Private Protection
1. Protection Needs at Different Life Stages
2. Business Protection: Key Person, Shareholder & Loan Protection
3. Using Trusts in Financial Protection
4. How Tax Impacts Protection Planning
1. The Underwriting Process: How Insurers Assess Risk
2. Non-Disclosure & Why Honesty Matters in Applications
3. The Claims Process: From Submission to Payout
4. Common Reasons for Rejected Claims
1. The Role of the FCA & Regulatory Framework
2. Treating Customers Fairly (TCF) & Consumer Duty
3. Lesson 8.3 – Data Protection & GDPR in Financial Services
4. Lesson 8.4 – Financial Ombudsman Service & Complaint Handling
1. Final Exam Practice

About this course

£99.00
39 lessons
0 hours of video content

The Support Package for your R05 studies

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The R05 E-Learning Platform

R05 E-Learning

Welcome

Understanding the R05 Exam

Module 1: Introduction to Financial Protection

Module 2: The Role of Insurance in Financial Planning

Module 3: Life Assurance Policies (Big Focus in R05 Exam!)

Module 4: Income Protection & Critical Illness Cover

Module 5: Other Protection Products & Alternatives

Module 6: Business & Family Protection Needs

Module 7: Underwriting & Claims Handling

Module 8: Regulation & Legal Considerations

Final Exam Practice & Wrap-Up

About this course

The Support Package for your R05 studies