R05 Revision Workshop – May
This revision workshop is ideal for those currently studying Financial protection (R05) with the CII and who would benefit from a supported study session with a dedicated, experienced tutor.
1 day workshop.
Out of the R0 exams, R05 is typically the favourite! Unsurprisingly then, R05 has the highest pass mark in comparison to the other R0 units (typically in the region of 70%). On paper, R05 looks the least daunting. It doesn’t have them challenging multiple response questions where more than one answer is potentially correct. In general, financial protection is the most straightforward area of financial planning. If there’s a protection need, there’s a solution or product that can help cover this. However, don’t let R05 fool you. It is a very broad and vast area. If you don’t have experience of financial protection, it can be quite challenging, especially when terms such as non-qualifying and qualifying are thrown at you!
The workshop starts off by breaking down the jargon and explaining how economic factors can affect protection policies. The workshop will then provide an in-depth overview of the main types of protection policies and how these will be presented in the exam. It then goes on to explore Inheritance Tax, the effects of gifts, and what policies may be best suited for different scenarios. Finally, the workshop covers qualifying and non-qualifying policies, their taxation treatment, and common exam questions around this. Finally, the workshop goes through different life scenarios and how different protection policies and suitable and their taxation treatment.
Eclipse Archives Industry Insight Popular
What’s your mastermind subject?
I’m here to talk branding. Anyone who knows me knows it’s my Mastermind subject. And, if you don’t know me, I’m Natalie Bell, [...]
Eclipse Archives Industry Insight Latest News Popular
URGENT: LTA Abolition
HMRC kindly issued a newsletter on 4th April advising clients to delay taking their pension benefits or transferring until it can fix incorrect [...]
Group News
Say hello to our trainers!
As part of our ongoing commitment to excellence, we’ve recently welcomed an awesome duo to our training dream team. We introduced a new [...]
Latest News Popular Press
Spring Budget 24
The spring budget comes and goes with no major changes to the world of financial planning. There are however some announcements and changes [...]
Eclipse Archives Group News Latest
Common ‘Training’?
I can’t get Pulp’s ‘Do You Remember the First Time’ out of my head. I’m pretty sure that Jarvis had other things on [...]
Eclipse Archives Industry Insight Latest
Stellar Compliance
You may have spotted that this week we hosted our monthly TALK event, and this month we were joined by Gillian Hepburn, Benchmark, [...]
Group News Latest
And who do we have here?
We have yet more exciting internal news to share, following a shake-up in a section of our client relations department – with two [...]
Group News Latest News Press
In the press
It’s been a busy January so far! We’ve had a few of our team speak with some press about some hot topics in [...]