QFA Loans study plan
QFA Loans · Give each week a clear focus.
8 weeks · About 6 hours per week
Life Assurance & Housing Loans, Home Reversion Agreements & Associated Insurances
Map the full QFA Loans syllabus structure and weight each domain against the exam blueprint
Explain life assurance policy types, underwriting principles and the role of disclosure
Describe mortgage protection requirements and how they interact with housing loans
Define the main housing loan structures and repayment methods
Your checkpoint
One-page syllabus map plus 60 original flashcards covering life assurance and housing loan fundamentals
Life Assurance & Housing Loans, Home Reversion Agreements & Associated Insurances
Calculate and interpret life assurance benefits, premiums and surrender values in worked examples
Explain home reversion agreements and their suitability criteria
Distinguish the associated insurances attached to housing loans
Summarise tax treatment of life assurance and mortgage-related reliefs
Your checkpoint
Set of 15 worked calculation problems with model answers for Domains 1 and 7
Pensions & Savings & Investments
Describe pension scheme types, funding limits and retirement benefit options
Explain the regulatory framework governing pension providers and trustees
Compare savings and investment products by risk, return and tax treatment
Outline the principles of investment risk profiling and asset allocation
Your checkpoint
Comparative table of pension and investment products with a 40-question self-test scored and reviewed
Pensions & Savings & Investments & Private Medical Insurance & Associated Insurances
Apply pension and investment rules to client-scenario case studies
Explain private medical insurance cover levels, exclusions and waiting periods
Describe associated insurances such as income protection and critical illness
Identify the compliance obligations that apply when advising on these products
Your checkpoint
Three written client-scenario answers (one per domain) marked against a self-built rubric
Personal General Insurance & Commercial General Insurance
Distinguish personal general insurance covers, perils and policy conditions
Explain commercial general insurance covers and the concept of insurable interest
Describe claims handling, indemnity and subrogation principles
Compare personal and commercial underwriting considerations
Your checkpoint
Side-by-side personal vs commercial cover matrix plus 30 exam-style questions completed
Consumer Credit & Associated Insurances & Personal General Insurance
Explain consumer credit regulation, licensing and responsible lending duties
Describe the consumer credit products and associated insurances in scope
Outline the consumer protection and disclosure rules across credit and insurance
Work through payment protection and credit-related insurance scenarios
Your checkpoint
Timed 40-question mock covering Domains 4 and 8 with a written error log
Life Assurance & Pensions & Savings & Investments & Personal General Insurance & Commercial General Insurance & Private Medical Insurance & Associated Insurances & Housing Loans, Home Reversion Agreements & Associated Insurances & Consumer Credit & Associated Insurances
Synthesise all eight domains into a single revision outline
Identify and close personal weak spots flagged in the week 6 error log
Practise full-length timed questions under exam conditions
Refine recall of key definitions, limits and regulatory references
Your checkpoint
Full-length timed mock exam completed with a scored breakdown by domain
Life Assurance & Pensions & Savings & Investments & Personal General Insurance & Commercial General Insurance & Private Medical Insurance & Associated Insurances & Housing Loans, Home Reversion Agreements & Associated Insurances & Consumer Credit & Associated Insurances
Re-drill the lowest-scoring domains from the week 7 mock
Recite core definitions, limits and rules from memory
Complete a second full mock and compare results
Finalise a one-page pre-exam summary sheet
Your checkpoint
Second timed mock with improved score plus a completed one-page summary sheet
Milestones
Week 2: Can explain life assurance and housing loan concepts unaided and score at least 70% on the Domain 1 and 7 self-test
Week 4: All three client-scenario answers meet the self-built rubric at pass standard
Week 6: Score at least 65% on the Domains 4 and 8 timed mock and have a documented error log
Week 8: Second full mock shows measurable improvement over week 7 and the summary sheet is complete