Certificate in Financial Planning and Mortgage Activities

About the Qualification

Achievement of this qualification requires a pass in two units in addition to CF1-5. This caters for the regulatory needs of anyone advising clients on investments, standard and lifetime mortgage products

Exam Structure

CF6 Mortgage advice

100 multiple choice questions plus
5 scenario based questions
70% pass-mark
3 hour exam

CF7 Lifetime mortgage activities

50 multiple choice questions plus
5 scenario based questions
70% 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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