Course curriculum

    1. Lesson 1.1 – Welcome to the Course: What to Expect

    2. Lesson 1.2 – Understanding the R05 Exam Format & Learning Outcomes

    3. Lesson 1.3 – What is Financial Protection & Why It Matters?

    4. Lesson 1.4 – Key Players: The FCA, Insurers & Financial Advisors

    1. Lesson 2.1 – What is Insurance & How Does It Work?

    2. Lesson 2.2 – Risk & Financial Planning: Why Protection Matters

    3. Lesson 2.3 – Different Types of Insurance: Life, Health, Income & General

    4. Lesson 2.4 – The Client Journey: How to Identify Protection Needs

    1. Lesson 3.1 – What is Life Assurance & How is It Used?

    2. Lesson 3.2 – Term Assurance: Level, Decreasing, and Increasing

    3. Lesson 3.3 – Whole of Life Cover & Universal Life Policies

    4. Lesson 3.4 – Relevant Life Policies & Business Protection

    5. Lesson 3.5 – Comparing Life Assurance Options – Pros & Cons

    1. Lesson 4.1 – What is Income Protection & How Does It Work?

    2. Lesson 4.2 – Critical Illness Cover vs. Income Protection: Key Differences

    3. Lesson 4.3 – Deferment Periods, Maximum Benefit & Taxation

    4. Lesson 4.4 – Choosing the Right Cover for Different Clients

    5. Lesson 4.5 – 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. Lesson 6.1 – Protection Needs at Different Life Stages

    2. Lesson 6.2 – Business Protection: Key Person, Shareholder & Loan Protection

    3. Lesson 6.3 – Using Trusts in Financial Protection

    4. Lesson 6.4 – How Tax Impacts Protection Planning

About this course

  • £99.00
  • 46 lessons
  • 0 hours of video content

The Support Package for your R05 studies