CII R05 Financial Protection
Unit of the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning, which the CII describes as a core unit of the diploma meeting the FCA's qualification requirements for retail investment advisers. It is assessed by a one-hour exam of 50 multiple-choice questions. Covers the role of insurance and consumer trends, protection needs for individuals and businesses, State benefits, life assurance and pension-based protection and their taxation, income protection, critical illness, long-term care and other insurance-based protection such as private medical insurance and payment protection, and how to assess needs and select suitable solutions.
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CII R05 Practice Questions: 3 Worked Examples for 2026/27
Three CII R05 Financial protection practice questions for 2026/27 worked through: a misrepresentation claim, a State benefit sum and shareholder protection, plus how to use a timed mock.
CII R05 Exam 2026/27: Pass Rate, Pass Mark, Exam Guide, Study Text, Format
CII R05 Financial protection for 2026/27: the 80.53% pass rate and 70% pass mark, what the exam guide holds, which study text edition you need, the 50-question format and the tax tables.
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- 21 min
Study: Life and pension-based protection
- 6 min
Review what you missed. Write down the reason behind each correction.
- 3 min
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