CII Financial Services Certificate Level Exams
We provide learning resources for:
CF1 : UK financial services, regulation and ethics
CF5 : Integrated financial planning
CF8 : Long term care insurance
GR1 : Group risk
ER1 : Equity release
HR1 : Home reversion plans
FA1 : Life office administration
FA2 : Pensions administration
J03 : The tax and legal aspects of business
J04 : Pension funding options - Coming Early 2009
J05 : Pension income options
J06 : Investment principles, markets and environment - Coming Early 2009
J07 : Supervision in a regulated environment
Which tools will help you to Pass First Time?
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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. Available for FA1, CF1, CF2, CF3, CF4, CF5, CF6, J01, J02 |
"I passed my CF1 exam first time and I know I wouldn't have done it without the help of Brand Financial Training - the sets of mock questions are very similar to the type you will get in the exam, and my pass mark was consistent with the results I got in the mock papers." Sarah Crump, DFM Administrator, Atkinson Bolton Consulting Ltd, Suffolk |
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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 and CF6 - Calculation Workbook Available for CF5 - Product Selection & Portfolio Creation (question 2) Workbook |
"The calculation workbook is excellent. It very clearly sets out the formulas and workings to reach the answers, effectively, making understanding of these much more possible, and is very helpful in the process of also remembering the formulas." Maggie Gallen, Margetts Wealth Management Ltd, Coventry |
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Online Training Program Work your way through the exam syllabus at your own pace with our training program including audio, video and quizzes Available for CF1 |
"…With the help of this online training program I have a clear and structured study plan, which helps guide me to the most important information to learn rather than waste my time on all the ‘padding’ that fills the course material. I have found it much easier to just log in and do the training as and when time allows... the bits where you talk through the calculations are very good and it's as good as classroom training and feels like I'm getting one to one support. Overall I am very impressed and would definitely recommend it to anyone..." E.P., Newport |
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Masterclasses Join us for our monthly audio-based Masterclasses. We focus on different exam topics during each Masterclass and we answer any questions you have Available for CF1, CF2 and CF6 Coming soon for CF3, CF4 and CF5 |
"I thought the CF1 Masterclass was brilliant and a really good idea! I was lucky enough for it to fall a couple of days before my exam, I found it really useful and I passed first time! Thank you Brand Financial Training for all your help." Louise Whitehouse, Drinnan & Associates, Harrogate |
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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 Available for CF1, CF2, CF3, CF4, CF5 and CF6 |
"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 |
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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' |
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
CF5 : Integrated financial planning
CF8 : Long term care insurance
GR1 : Group risk
ER1 : Equity release
HR1 : Home reversion plans
FA1 : Life office administration
FA2 : Pensions administration
J03 : The tax and legal aspects of business
J04 : Pension funding options - Coming Early 2009
J05 : Pension income options
J06 : Investment principles, markets and environment - Coming Early 2009
J07 : Supervision in a regulated environment




