CII R05 Financial Protection — Syllabus & notes
Exam overview
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.
- Subjects
- Life and pension-based protection · Income protection and critical illness · Protection needs and advice
- Exam languages
- English