CII R05 Financial Protection
CII R05 Financial Protection

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
Official exam website
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