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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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CII CF1 Exam

Mock Exam Papers

Free CF2 mock questions plus 3 full sets of 100 questions to purchase.  Our answers include cross references to the CII study textThese 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.

"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

 

 
Calculator

Calculation Workbook

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 CF2 calculation workbook has become my bible. I found it an extremely useful tool for my revision for the CF2 exam - but also feel that it will be invaluable in the future when sitting further exams. I will definitely be recommeding your services to my peers."

Garry Armitage, Independent Financial Adviser, Phoenix Financial Services, Cheshire

 

 

Lady Listening to Masterclass

Masterclasses

Audio masterclasses covering important elements of the CF2 exam syllabus. A great way to vary your study methods, make studying more interesting, and increase knowledge, understanding and information retention. You can listen on your PC, transfer to your MP3 player or iPOD, or burn onto a CD. A free taster masterclass is also available

"I found the CF2 masterclasses helpful as they were a different perspective to the CF2 manual. This was very welcome as the manual is often referred to as a cure for insomnia! Thank you!"

Jeremy Turner, Peterborough

 

 

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

   
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