CII Prep

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Practice

R01: Financial Services, Regulation & Ethics

UK Financial Services IndustryFree

Regulatory Framework

Regulated Activities & Authorisation

Professionalism & Competence

Conduct of Business (COBS)

Record Keeping & Reporting

Anti-Money Laundering

Consumer Rights & Complaints

R02: Investment Principles and Risk

Asset Classes & Investment Products

Macro-Economic Environment

Investment Theories & Frameworks

Risk & Return Analysis

Portfolio Construction & Asset Allocation

Time Value of Money

Investment Performance Analysis

Market Efficiency & Valuation

R03: Personal Taxation

UK Tax System Structure

Investment Income Taxation

Capital Gains Tax (CGT)

Inheritance Tax (IHT)

Taxation of Direct Investments

Taxation of Indirect Investments

R04: Pensions and Retirement Planning

State Retirement Benefits

Pension Scheme Types

Defined Benefit (DB) Pensions

Defined Contribution (DC) Pensions

Pension Regulatory Framework

Tax-Advantaged Pension Features

Pension Income & Drawdown

Retirement Planning Considerations

Contracting Out

R05: Financial Protection

Financial Protection Fundamentals

Life Insurance Products

Insurance Product Features

Client Needs Assessment

Protection in Business Context

Trust Arrangements for Protection

Taxation of Insurance Benefits

State Benefits Integration

Claims Management