R04 Pensions & Retirement Planning

R04 Pensions and Retirement Planning forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse pension and retirement planning issues.

Quick Overview
Forms part of
The Diploma in Regulated Financial Planning
Credits awarded
10
Exam length
1 hour
Exam type
Multiple choice

Description

Course Overview

Forms part of:
The Diploma in Regulated Financial Planning
Credits awarded
10
Exam length
1 hour
Exam type
Multiple choice
Exam content
50 questions. 39 standard format consisting of one correct answer. 11 multiple-response with more than one correct answer.
Pass mark
65%

Please note that whilst we recommend you study each module week to week, the full learning programme is released to you upon purchase. This allows you to learn at your own pace.

Program Details

  • Revisit content at any time
  • ‘Ask the instructor’ messaging system
  • Tracks learning progress throughout
  • 24-hour access to our learning platform
  • Exam guidance
  • Downloadable study guides
  • 6 months access

Other Courses

R05 Financial Protection

R05 Financial Protection forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse financial protection planning issues.

Course Details

R03 Personal Taxation

R03 Personal Taxation forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop your knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

Course Details

J02 Trusts

J02 Trusts is suitable for anyone seeking to build their knowledge and understanding of trusts. This unit counts towards the Diploma in Financial Planning, in particular those who already hold CII credits that count towards completion. The exam is based on 3 learning outcomes with varying emphasis given to each section.

Course Details