The objective of this unit is to develop understanding of the use of platforms in providing financial services, the legal and regulatory environment in which they operate, and the ability to assess the suitability of platforms in meeting client requirements.
Please note - this unit will be withdrawn after the October 2020 exam. Those wishing to complete J11 as part of their Diploma must pass the exam by this date. Qualifications and credits achieved via J11 will be valid post unit withdrawal.
Important information for new enrolments on the 2019–20 edition
Anyone wishing to purchase an Enrolment for the 2019–20 study text (for the October 2020 exam session) will only be able to enrol on the digital-only option. This means you will get access to the printable PDF and ebook of the study text on RevisionMate but will not receive any printed copies.
Recommended study hours: 100 (will vary depending on your experience and ability)
For more information on Digital-only options, please visit: 'Digital Only' FAQ's
Included in your Enrolment:
Developed to assist you in understanding and learning the exam syllabus, the study text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.
A printable PDF and ebook of the study text are available on RevisionMate. Access is only available during your enrolment period. Online updates to the study text will also be made available (further details are included on the title page of the study text).
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.
It is strongly recommended that you:
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).
ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.
To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.
You will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Access is only available during your enrolment period.
Support typically includes a study planner, a knowledge check (multiple-choice test) facility covering each chapter, student discussion forum and the latest examination guide.
Exams can be booked at the point of enrolment or at a later date.
These updates are Learning Solutions updates for study purposes.
To view a list of the main areas of change in the 2019-20 edition, please click here
Chancellor's Budget/Statement and tax tables updates for 2019-20 edition:
The tax year 2019/2020 will be examined from 1 September 2019 until 31 August 2020.
On the 31 January 2020 the UK left the European Union and entered into a transitional period which ends on the 21 December 2020.
Please note: The UK’s decision to leave the European Union will have no immediate impact on CII syllabuses or examinations/coursework. Changes that may affect future syllabuses or examinations/coursework will be announced as they arise.
Please note that the tax tables and lender’s criteria provided in the examination will state the thresholds and rates for purchasers who are NOT first-time buyers.