M85 Study Plan
M85 Study Plan Learning Outcomes M85 Question Distribution BTS Approach Exam Sitting Exam Information Claims Practice (M85) provides candidates with knowledge and understanding of the fundamental principles and practices of claims practice and how claims are handled. Useful downloads: M85 Syllabus M85 Exam Guide Exam sitting: This exam can be sat throughout the year, 7 […]
M81 Study Plan
M81 Study Plan Learning Outcomes M81 Question Distribution BTS Approach Exam Sitting Exam Information Insurance Broking Practice (M81) provides candidates with knowledge and understanding of the fundamental principles and practices of insurance broking practice, including the technical skills required with reference to client care. Useful downloads: M81 Syllabus M81 Exam Guide Exam sitting: This exam […]
M80 Study Plan
M80 Study Plan Learning Outcomes M80 Question Distribution BTS Approach Exam Sitting Exam Information Underwriting Practice (M80) provides candidates with knowledge and understanding of the fundamental principles and practices of underwriting practice and the environment within which they operate. Useful downloads: M80 Syllabus M80 Exam Guide Exam sitting: This exam can be sat throughout the […]
LM3 Study Plan
LM3 Study Plan Learning Outcomes LM3 Question Distribution BTS Approach Exam Sitting The London Market Underwriting Principles (LM3) rounds off the learning journey started by LM1 and LM2, focusing purely on the underwriting process within the London Market. LM3 explores the London Market’s competitiveness, the roles of brokers and intermediaries, business placement methods, delegated authority […]
IF4 Study Plan
IF4 Study Plan Learning Outcomes IF4 Question Distribution BTS Approach Exam Sitting The IF4 (Insurance Claims Handling Process) module provides knowledge and understanding of the principles and practices involved in handling insurance claims, including claims administration, settlement procedures, associated services, and expense management. Useful downloads: IF4 Syllabus IF4 Examination Guide Exam sitting: This exam can […]
IF3 Study Plan
IF3 Study Plan Learning Outcomes IF3 Question Distribution BTS Approach Exam Sitting The IF3 (Insurance Underwriting Process) module provides knowledge and understanding of the role of underwriting, including identification, assessment and acceptance of risk, rating, and relevant financial factors. Useful downloads: IF3 Syllabus IF3 Examination Guide Exam sitting: This exam can be sat throughout the […]
I10 Study Plan
I10 Study Plan Learning Outcomes I10 Question Distribution BTS Approach Exam Sitting The I10 (Insurance Broking Fundamentals) module provides knowledge and understanding of the role and responsibilities of an insurance broker, including regulatory requirements, client relationships, broking processes, and the expected conduct and culture. Useful downloads: I10 Syllabus I10 Examination Guide Exam sitting: This exam […]
IF2 Study Plan
IF1 Study Plan Learning Outcomes IF1 Question Distribution BTS Approach Exam Sitting The IF2 (General Insurance Business) module introduces the main UK insurance classes, key legislative requirements, underwriting principles, and processes for calculating premiums, managing claims, and ensuring compliance. Useful downloads: IF2 Syllabus IF2 Examination Guide Exam sitting: This exam can be sat throughout the […]
AF8 Study Plan
Exam Information AF8 Study Plan CII AF8 Marking Grid Assessment Assessment Information The AF8 Retirement Income Planning unit develops and demonstrates the advanced skills needed for advising on income planning to those in and approaching retirement. Useful downloads: AF8 Syllabus Exemplar Assignments Tax Tables Glossary Assessment: This unit is assessed by coursework only over a […]
J05 Study Plan (March Sitting)
Exam Information J05 Study Plan BTS Approach Exam Sitting Exam Information The J05 Pension Income options unit is a level 4 exam suitable for paraplanners, technical consultants and those supporting financial planning processes. It also helps increase pensions knowledge for any candidate looking to also sit the advanced AF7 Pension Transfers or AF8 Retirement Income […]