CII - Diploma in Regulated Financial Planning - Financial Protection Module - R05

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Overview

The level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.  This module forms part of the full Diploma which can be accessed here:  www.blackburn.ac.uk/course/EC683F. 

 

Who’s it for?

• Those seeking to give retail investment advice, in particular those who do not hold additional CII credits counting towards completion of the Diploma in Financial Planning
• Paraplanners, technical consultants, and those in financial planning support roles

 

About the Trainer

Angelo Kornecki APFS, Chartered Financial Planner. P.G.C.E.

Angelo is a passionate advocate for higher level education within the Financial Services Profession and has extensive experience within the Financial Services Industry, having worked in Retail Banking and Financial Planning for a large global bank, as an Independent Financial Adviser with clients throughout the North West and is currently the Founder and Director of AKORN Financial Advice Ltd, a fast growing, forward thinking Financial Advice firm based in Blackburn.   

Angelo holds the Advanced Diploma in Financial Planning from the CII and holds Chartered Financial Planner status, one of the industry’s highest accreditations, proving and supporting the highest levels of technical knowledge and professional ethics. In addition to being a practising Financial Adviser, Angelo is also a lecturer on the FdA Accounting with Financial Services and BA (Top up) Accounting with Financial Services degree courses at the University Centre at Blackburn College, heading up and delivering the Financial Services Pathway on both courses. He also holds a Post Graduate Certificate in Education (P.G.C.E) from the University Of Central Lancashire (UCLAN).

Daniel Armitage DipPFS, Financial Planner

Daniel has a passion to help others fulfil their very best potential within the Financial Services Industry. Working within a range of financial services firms since he was 19, he has a keen experienced eye for detail and helping clients with their hopes, dreams and aspirations. He started his career at a  well-known high street retail bank and worked his way to financial planning manager. He then worked for a regional IFA firm and worked his way up to head of learning, development and competence before leaving to work at AKORN financial advice as Head of Financial Planning based in Blackburn.

As a diploma qualified financial planning professional he is working towards chartered status. Daniel is set apart from other financial advisers as he is also a master NLP practitioner which he uses to support staff, delegates and clients. He holds himself to the highest of professional standards and ethics as he says “putting the client at the heart of everything we do is a must, as high quality financial advice is the lifeblood of our industry”.

What will I study?

 

 

Financial Protection – R05

• The purpose and scope of financial protection products and how they interact with State benefits;
• The main features and functions of the different types of contracts and how they are arranged in order to meet the individual client’s protection needs;
• The main protection needs of businesses

 

Course Reading (Outside of the classroom):

Students are expected to undertake at least 3 – 5 hours of reading per week and make use of RevisionMate and CII Resources on top of class attendance.  Your tutor will direct as to required reading topics.  You will have the opportunity to ask questions at the next session.  Preparation for each session is essential.

PLEASE NOTE:  The College are providing a total of 15 hours guided learning/support hours per unit with the remaining CII recommended learning hours to come from the students own self-study.   The total CII recommended study hours (which will obviously vary based on experience and ability) are as follows:

• R05 – 50 Hours

 

 

Entry Requirements

Student membership of the CII is mandatory. This is free and can be done online with the CII.

How will I be assessed?

 

Assessment:

R05      -           1 hour, 50 question multiple choice exam

 

Diploma units are assessed by multiple-choice question exam (MCQ) (R01, R02, R03, R04, and R05) and a written case study based exam (R06).    For online MCQ exams, result notification is immediate on completion.  For paper-based MCQ exams, results are released five weeks’ following the exam sitting.  Written exam results are normally released 6-8 weeks following the exam sitting.

 

What can I do next?

This course is also available modularly, see links:

www.blackburn.ac.uk/course/EC683F - Full Diploma

www.blackburn.ac.uk/course/EC683A - R01

www.blackburn.ac.uk/course/EC683B - R02

www.blackburn.ac.uk/course/EC683C - R03

www.blackburn.ac.uk/course/EC683D - R04

www.blackburn.ac.uk/course/EC683G - R05

www.blackburn.ac.uk/course/EC683E - R06

 

 

For more information

For more information about this course, contact our specialist team on 01254 29 25 00 or email business@blackburn.ac.uk

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