CF2 : Investment and risk
The CII's CF2 exam focuses on investment and risk. As well as forming a fundamental part of the Certificate in Financial Planning, it is also a requirement for many advisers who already hold the predecessor to the Certificate in Financial Planning. It is a 2-hour multiple choice question paper consisting of 100 questions, with a pass mark of 70%.
The exam syllabus covers economic and other factors affecting investment returns, asset classes and product types, the role of ethical investments, investment risk and how it affects returns, risk profile of investors, taxation, asset allocation and various other issues affecting investment planning.
We provide a number of learning resources and materials for the CF2 exam listed below. Simply click on any item you are interested in to find out further information.
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Free CF2 mock questions plus 3 full sets of 100 questions to purchase. Our answers include cross references to the CII study text. These are written by Brand Financial Training. |
"I passed CF2, which was the first formal CII exam I had sat since 1995. The mock questions provided by Brand Financial Training really helped with my studying and getting back into the swing of sitting exams." Sharon Boland, Compliance Assessment Team, Leeds |
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Focussing on the calculations within the exam, the calcluation workbook provides over 70 pages of calculation questions and provides full step-by-step answers covering the CF2 syllabus. |
"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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Join us for our monthly audio-based Masterclasses. We focus on different CF2 exam topics during each Masterclass and we answer any questions you have |
"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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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 |
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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 |
