Wizard Learning has integrated unique audiovisual presentation features into its online course to help advisers study for the Chartered Insurance Institute (CII) J05 Pensions income options diploma exam.

The online course has been established to enable advisers to understand the key subject areas in relation to decumulating pension funds, the retirement benefit options available and the main issues for pension scheme members and their advisers.

The learning outcomes are appropriate for someone studying for the J05 Pension income options exam or for professionals looking to brush up on their knowledge.

The original course material consisted of 11 chapters of study notes containing several examples and revision assessments for each chapter to help confirm individual advisers understanding. However, while the core of the course remains the same, thanks to the integration of Wizard’s newly developed online audio and animation presentations, students will now have access to interactive material to focus on the essential requirements and knowledge needed to pass the examination.

Key study material developed in the course includes helping advisers:

• To understand the crystallisation rules for retirement benefits
• To have a detailed understanding of the features, risks and tax treatment of the secured pension options
• To have a detailed understanding of the features, risks and tax treatment of the unsecured pension option
• To have a detailed understanding of the features, risks and tax treatment of phased retirement
• To have a detailed understanding of the features, risks and tax treatment of the alternatively secured pension option at age 75
• To understand the use of critical yield in advising on income withdrawal
• To understand the benefit options on ill-health
• To understand the state pension benefits available
• To understand the function of client reviews.

This upgrading follows the recently launched J06 Diploma in investment principles, markets and environment examination launch, including audiovisual presentations, which has proved a great success amongst students.

Access is provided for six months and includes syllabus updates. Advisers will also be credited with a minimum of 27 hours of CPD with the time added to their CPD certificate gradually as each assessment is completed. CPD hours and results will be added to the CPD certificate’s which can be viewed and printed from the CPD certificate link on the menu at any time.

The online course is available at £40 including VAT or £28 with a 30% discount when using our 30% multi-buy discount. The multi-buy discount requires a minimum of three products to be purchased.

For more details and a sample audiovisual presentation see here>>

Mike Goldsmith, managing director at Wizard Learning, commented:

“We are delighted by the response we have received to our unique audiovisual presentations and this demand has meant we have been able to integrate this element into the J05 Pensions income options course a little ahead of schedule.

“It is clear that students are benefiting from using our interactive material and the positive effects it is having on consolidating the learning process and allowing then to focus on subject elements.”