CF4 : Retirement planning
The CII's CF4 exam focuses on retirement planning and is a fundamental part of the Certificate in Financial Planning. It is a 1-hour multiple choice question paper consisting of 50 questions, with a pass mark of 70%.
The exam syllabus covers the effect of retirement planning on clients, the effect of tax and legislation on retirement planning, the types of individual, occupational and State pension schemes, the main options for drawing benefits at retirement, alternative investments used as a part of retirement planning and the effect of divorce on retirement planning.
We provide a number of learning resources and materials for the CF4 exam listed below. Simply click on any item you are interested in to find out further information.
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Free CF4 mock questions plus 3 full sets of 50 questions to purchase. Our answers include cross references to the CII study text. These are written by Brand Financial Training. |
"Thanks for all your help, especially with the mock CF4 questions which were a great help and assisted in me achieving a Pass. I will definitely be coming back to request and purchase for CF2 and CF3." Warren Davies, Administrator, Prolific Financial Services Ltd |
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Join us for our monthly audio-based Masterclasses. We focus on different CF4 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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