Progress IIP Learning Hub Complete & Continue Next Lesson Learn More Chapter 1 - An Intro to IIP 3 Lessons Lesson 1: Welcome to Insight Investment Partners Lesson 2: Your Authorised Rep Responsibilities Lesson 3: The Onboarding Process Chapter 2 - Setting Up Your Advice Process 5 Lessons Lesson 1: Setting Up Project Templates Lesson 2: Configuring The Xplan Integration Lesson 3: Starting a New Project Lesson 4: Adding A Shared User Lesson 5: Creating A Paraplanning Request Chapter 3 - The Advice Process and Documentation 2 Lessons Lesson 1: Navigating the Advice Process Lesson 2: Understand the Review Process Chapter 4 - The Monitoring and Supervision Framework 3 Lessons Lesson 1: The IIP Monitoring and Supervision Framework Lesson 2: Preparing For Your FiIe Review Lesson 3: Remediating The File Chapter 5 - The Compliance Hub 7 Lessons Lesson 1 - Accessing Advice Policies Lesson 2 - Access Document Templates Lesson 3 - Reporting an Incident or Breach Lesson 4 - Client Complaints Lesson 5 - Non-Cash Benefits Lesson 6 - APL Requests Lesson 7 - Sophisticated Investor Certificates Chapter 6 - SARA 2 Lessons Lesson 1: An Introduction to SARA Lesson 2: Adviser Pre-vetting Guide Chapter 7 - Entering Fee Agreements 3 Lessons Lesson 1 - Ongoing Fee Agreements Lesson 2: The OFA Renewal Process Lesson 3 - Fixed Term Fee Agreements Chapter 8 - DBFO Tranche 1 3 Lessons Lesson 1 - Website Disclosure Information Lesson 2 - OFA & Consent Lesson 3 - Informed Insurance Consent Chapter 9 - Revenue Management 4 Lessons Lesson 1 - Fee Collection Lesson 2 - Raising an Invoice Lesson 3 - Setting Up Direct Debits Lesson 4 - Adviser Pay Runs Chapter 10 - Cyber Security 6 Lessons Lesson 1 - The Importance of Cyber Security Lesson 2 - Common Cyber Threats Facing Advisers Lesson 3: Practical Ways To Protect Yourself Lesson 4 - Responding to a Suspected Cyber Incident Lesson 5 - Constructing Your Own Cyber Policy Lesson 6 - Obtaining Cyber Insurance Cover Chapter 11 - Technology Support 1 Lesson Lesson 1 - Raising a Ticket IIP Learning Hub Complete & Continue Next Lesson Learn More Chapter 10 - Cyber Security Lesson 6 - Obtaining Cyber Insurance Cover
