Certificate in Financial Planning

About the Qualification

This CII qualification is the minimum standard required to work as a financial advisor in today’s regulated marketplace. Achievement of this qualification requires a pass in all five units. It is a recommendation of the Chartered Insurance Institute that the modules are taken in order as the units each build on previous unit’s knowledge

Exam Structure

CF1 UK financial services, regulation and ethics

100 multiple choice questions
70% pass-mark
2 hour exam

CF2 Investment and risk

100 multiple choice questions
70% pass-mark
2 hour exam

CF3 Financial protection

50 multiple choice questions
70% pass-mark
1 hour exam

CF4 Retirement planning

50 multiple choice questions
70% pass-mark
1 hour exam

CF5 Integrated financial planning

2 written case studies
55% pass-mark
2 hour exam

BTS Study Options

For all of the CFP exams we offer either a one or three day intensive revision workshop.

One Day Workshop

These are designed to help individuals that have already done some self-study. The day focuses on the key areas that learners struggle with and highlights areas that need further revision prior to the exam. Practice quizzes and a mock exam are used to test current levels of knowledge. As part of the day we also cover exam technique and a practice paper Each individual will take away a personal study plan.

Three Day Workshop

The three day workshops provide a broader coverage of the main syllabus areas. Structure is provided throughout the three days by use of an individual workbook which allows each learner to participate during the sessions and also provides personalised revision material. Knowledge is validated throughout the workshop with quizzes, group and individual exercises and revision aids The workshop also includes sample exams, exam practice and study tips.

Bespoke Training Solutions Limited
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