RM Advance supports your professional development and learning needs by providing a wide range of regulatory learning courses, compliance courses, soft skills courses and CPD. The company first launched its proposition in 2015 and now supports over 4000 students globally. We’re delighted to be working with them on illuminate learn.


    AF1 Personal Tax and Trust Planning

    The AF1 Personal Tax and Trust Planning forms part of the Advanced Diploma in Financial Planning and will give you 30 credits at advanced level.  AF1 consists of 7 weeks of structured learning with 16 modules in total. Each week is broken down into bite sized learning chunks.


    AF4 Investment Planning


    The AF4 Investment Planning forms part of the Advanced Diploma in Financial Planning and will give you 30 credits at advanced level.  AF4 consists of 6 weeks of structured learning with 22 modules in total. Each week is broken down into bite sized learning chunks.


    AF7 Pensions Transfer
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    The AF7 Pensions Transfers forms part of the Advanced Diploma in Financial Planning and will give you 20 credits at advanced level.  AF7 consists of 5 weeks of structured learning with 12 modules in total. Each week is broken down into bite-sized learning chunks.


    R01 Financial Services Regulation and Ethics

    R01 Financial Serviced Regulation and Ethics forms part of the Diploma in Regulated Financial Planning and upon successful completion will give you 20 credits at diploma level. R01 consists of 5 weeks of structured learning with 16 modules in total . Each week is broken down into bite-sized learning chunks.
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    R02 Investment Principles and Risk

    R02 Investment principles and risk forms part of the Diploma in Regulated Financial Planning and upon successful completion will give you 20 credits at diploma level. R02 consists of 4 weeks of structured learning with 16 modules in total. Each week is broken down into bite-sized learning chunks.


    R03 Personal Taxation


    The R03 (Personal Taxation) exam forms part of the Diploma in Regulated Financial Planning and upon successful completion will give you 10 credits at diploma level. R03 consists of 4 weeks of structured learning with 19 modules in total. Each week is broken down into bite-sized learning chunks.


    R04 Pensions and Retirement Planning

    The R04 Pensions and Retirement Planning exam forms part of the Diploma in Regulated Financial Planning and upon successful completion will give you 10 credits at diploma level. R04 consists of 4 weeks of structured learning with 15 modules in total. Each week is broken down into bite-sized learning chunks.


    R05 Financial Protection


    The R05 Financial Protection exam forms part of the Diploma in Regulated Financial Planning and upon successful completion will give you 10 credits at diploma level. R05 consists of 4 weeks of structured learning with 18 modules in total. Each week is broken down into bite-sized learning chunks.


    CF8 Long Term Care

    The CF8 exam is a stand-alone module, leading to the Award in Long Term Care Insurance. It is a level 3 qualification and completion will give 15 credits. It also acts as an FCA approved qualification advising on Long Term Care Insurance, when held alongside another appropriate qualification for advice such as the Certificate in Financial Planning, Diploma in Financial Planning or Diploma in Regulated Financial Planning.
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    ER1 Equity Release
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    The ER1 exam forms part of the Certificate in Equity Release and upon successful completion will give you 15 credits at certificate level. The exam is a two-hour computer based multiple choice exam held at test centres throughout the country. The exam format consists of 75 questions – 50 standard multiple-choice questions with and five case studies each with a further 5 multiple-choice questions.


    CISI Investment, Risk and Taxation
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    CISI Investment, Risk and Taxation is the second paper in the CISI Level 4 Investment Advice Diploma.

    Investment, Risk and Taxation consists of 5 weeks of structured learning with an exam module. Each week has been broken down into smaller learning sections.

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    CISI Regulation and Professional Integrity
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    CISI UK Regulation and Professional Integrity is the first paper in the CISI Level 4 Investment Advice Diploma.

    UK Regulation and Professional Integrity consists of 6 weeks of structured learning with an exam module. Each week is broken down into bite sized learning chunks.



    LP1 Life and Pensions Customer Operations
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    The LP1 (Life and Pensions Customer Operations) exam forms the first part of the Certificate in Financial Services. It is a Level 3 paper, worth 15 credits toward the qualification.



    LP2 Financial Services Products and Solutions
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    The LP2 (Financial Services products and solutions) exam forms the second part of the Certificate in Financial Services. It is a Level 3 paper, worth 20 credits toward the qualification.
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    LP3 Life and Pensions Principals and Practices
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    The LP3 (Life and Pensions Principles and Practices) exam forms the final part of the Certificate in Financial Services. It is a Level 3 paper, worth 10 credits toward the qualification.



    Soft skills pack
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    In this soft skills pack you'll gain access to the following eight courses; communication skills, effective time management, adapting to change, effective team working, leadership skills, assertiveness, mastering presentations and effective networking.









    Compliance pack
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    In this compliance pack you'll gain access to the following nine courses; data protection & GDPR, anti-money laundering, bribery and corruption, diversity and equality, customer fair treatment, whistleblowing, vulnerable customers, conduct risk and information security.
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    Compliance and soft skills pack
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    In this compliance and soft skills pack, the compliance and soft skills modules have been bundled together to give you access to the following courses; data protection & GDPR, anti-money laundering, bribery and corruption, diversity and equality, customer fair treatment, whistleblowing, vulnerable customers, conduct risk, information security, communication skills, effective time management, adapting to change, effective team working, leadership skills, assertiveness, mastering presentations and effective networking.