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CII Financial Services Certificate Level Exams

We provide learning resources for:

CF1 : UK financial services, regulation and ethics

CF2 : Investment and risk

CF3 : Financial protection (this has been replaced by R05)

CF4 : Retirement planning

CF5 : Integrated financial planning

CF6 : Mortgage advice

CF8 : Long term care insurance

GR1 : Group risk

ER1 : Equity release

FA1 : Life office administration

FA2 : Pensions administration

J01 : Personal tax

J02 : Trusts

J03 : The tax and legal aspects of business

J04 : Pension funding options

J05 : Pension income options

J06 : Investment principles, markets and environments

J07 : Supervision in a regulated environment

R01 : Financial services, regulation and ethics

R02 : Investment principles and risk

R03 : Personal taxation

R04 : Pensions and retirement planning

R05 : Financial protection

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Which tools will help you to Pass First Time?

 

 
CII CF1 Exam

Mock Exam Papers

Free mock questions plus 3 full sets of questions to purchase.  Our answers include cross references to the CII study text (excluding CF5 and CF6 case studies). These are written by Brand Financial Training in the same style as the CII's papers, but they are not duplicates of the CII's mock papers.

Available for CF1, CF2, CF4, CF5, CF6, FA1, FA2, J01, J02, J04, J05, J06, J07, R01, R02, R03, R04, R05, R06

 

"I’ve used your products with CII exams and I have found these incredibly helpful and believe my success can be largely attributed to the guides and test papers you offer."

Rachel White, Manchester

 

 
Calculator

Workbooks

Focussing on the calculations or question processes within the exam, our calcluation and process workbooks set questions and provide full step-by-step answers.

Available for CF1, CF2, CF5, CF6, J01, J04, J05, J06, R02, R03, R04, R05 - Calculation Workbook

Available for CF5 - Portfolio Creation (question 2) Workbook

 

"Your J01 calculation workbook was a life saver for me......it had been 40 years since my last exams and the layout of the calculation workbook with questions first and fully explained working answers was exactly what I needed."

Virginia Hashimi, Independent Investment Adviser, Honister Partners Ltd, Leeds

   
Study Notes

Study Notes

Consider our study notes your condensed and more focussed version of the CII's study text. Our study guides put the exam syllabus into a sensible order, and provide the information you need - without the padding.

Available now for: CF1, R01, R02, R03, R04, R05, R06

 

"Your resources have been invaluable to my studying. I recently took R01 and relied totally on your study notes and mock papers rather than the CII text and passed first time with 77%."

Dr Paul Jackson, Partner, Professional Practice Services, Worcester

 

 

CII CF1 Coaching and Tuition

Coaching and Tuition

We can provide coaching and tuition to specifically meet your individual or group needs, helping you to pass your exams first time, as well as progress in your career

 

"Brand Financial Training go the extra mile to get you through the exam.  Catriona is enthusiastic, helpful and knows her subject.  This is money well spent."

Rosalind Austin, Financial Adviser

   
Maximise Your Potential Newsletter

Newsletter

You can sign-up for our free monthly newsletter 'Maximise Your Potential' which is packed full of useful information, exam updates and articles. If you want to pass your exams first time, you can't afford to miss out.  You can sign up in the box in the top right hand corner of this page (and also receive your free guide '7 Simple Tips for Efficient and Effective Study'

   
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Want to find out more for your next exam?

Simply click on the exam you are interested in below to find out more about the products and services we can offer to help you to Pass First Time.

CF1 : UK financial services, regulation and ethics

CF2 : Investment and risk

CF3 : Financial protection (this has been replaced by R05)

CF4 : Retirement planning

CF5 : Integrated financial planning

CF6 : Mortgage advice

CF8 : Long term care insurance

GR1 : Group risk

ER1 : Equity release

FA1 : Life office administration

FA2 : Pensions administration

J01 : Personal tax

J02 : Trusts

J03 : The tax and legal aspects of business

J04 : Pension funding options

J05 : Pension income options

J06 : Investment principles, markets and environments

J07 : Supervision in a regulated environment

R01 : Financial services, regulation and ethics

R02 : Investment principles and risk

R03 : Personal taxation

R04 : Pensions and retirement planning

R05 : Financial protection