Financial Protection (R05)
The CII R05 Financial Protection course empowers you with a profound knowledge and analytical capability in tackling financial protection planning issues. This unit underscores the importance of safeguarding our aspirations and loved ones in the face of life’s uncertainties, be it through illness or loss. Within this course, we delve into the primary forms of financial protection for consumers and explore factors in business insurance, addressing essential considerations for financial planners.
We cover aspects like policy types, establishing the right sum assured, underwriting, claims, trust utilisation, and the taxation of benefits. We also provide a broader context by considering market factors and examining State benefits, which often influence consumers’ decisions regarding protection coverage. Whether you aspire to excel in personal finance or are already in roles like paraplanning, technical consulting, or financial planning support, this course is your stepping stone to mastering financial protection, meeting FCA qualification requirements for retail investment advisers, and earning valuable credits toward completing the Diploma in Financial Planning.
R05 Tuition Course
Duration: 12 weeks – Fortnightly 90 minute workshops
Location: Online – Microsoft Teams
This course is designed for those who are have just started or are about to commence their R05 study. It adopts a modular approach, breaking down the study book into manageable sections, with a focus on key exam-related themes. Our experienced CII tutors conduct live fortnightly workshops to reinforce your understanding and help you grasp the essential concepts. Through a combination of comprehensive knowledge delivery and regular assessments, this course ensures you’re well-prepared for your exams while promoting a deep understanding of the subject matter
Why Choose Skills Edge?
- Experienced CII Tutors: Our workshops are led by experienced CII tutors with years of experience delivering the CII syllabus. Benefit from their in-depth knowledge and insights into the exam’s nuances.
- Comprehensive Study Notes: Access study notes tailored to the CII R05 syllabus. These notes serve as an invaluable resource to help you grasp complex concepts and stay on track with your studies.
- Interactive Learning Resources: Our interactive learning modules and tools make studying engaging and effective. Reinforce your understanding through quizzes, practice exercises, and interactive content that brings the material to life.
- Extensive Mock Question Bank: Prepare with confidence using our extensive bank of over 6000 mock questions. Practice and measure your progress to ensure you’re exam ready.
Over 80% Pass Rate: Join a community of successful learners.
What our learners Say:
“I found the course very helpful and I found Skills Edge’s training excellent. It was engaging and provided a good base to learn from.”
“The course was such a great help. The tutor was amazing, best sessions.”
“This was my first attempt following the sessions with Skills Edge. It really suited my learning style, the slides were fantastic & stuck in my mind.”
