The R05 E-Learning Platform

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. -READ THIS FIRST-
  FREE PREVIEW
1. Introduction
  FREE PREVIEW
2. Welcome to the Course: What to Expect
  FREE PREVIEW
1. Understanding the Exam
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. Audio: Risk & Financial Planning: Why Protection Matters
5. Different Types of Insurance: Life, Health, Income & General
6. Audio: Different Types of Insurance: Life, Health, Income & General
7. The Client Journey: How to Identify Protection Needs
8. Audio: The Client Journey: How to Identify Protection Needs
9. Flashcards: Module 2 (Printable Version)
10. Exam Prep: Module 2
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
6. Flashcards: Module 3 (Printable Version)
7. Exam Prep: Module 3
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
6. Flashcards: Module 4 (Printable Version)
7. Exam Prep: Module 4
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
5. Flashcards: Module 5 (Printable Version)
6. Exam Prep: Module 5
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
5. Flashcards: Module 6 (Printable Version)
6. Exam Prep: Module 6
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
5. Flashcards: Module 7 (Printable Version)
6. Exam Prep: Module 7
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
5. Lesson 8.5 - A Note on Long Term Care
6. Flashcards: Module 8 (Printable Version)
7. Exam Prep: Module 8
1. R05 Mock Exam 1 (Questions 1–50)
2. R05 Mock Exam 2 (Questions 1–50)
3. R05 Mock Exam 3 (Questions 1–50)
1. Final Exam Practice

About this course

£99.00
63 lessons
1 hour of video content

The Support Package for your R05 studies

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R05 E-Learning

2026 UPDATE PLEASE READ

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

Module 9: Exam Prep

Final Exam Practice & Wrap-Up

About this course

The Support Package for your R05 studies

**2026 UPDATE PLEASE READ**

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

Module 9: Exam Prep

Final Exam Practice & Wrap-Up

About this course

2026 UPDATE PLEASE READ