CF5 : Integrated financial planning
The CII's CF5 exam focuses on financial planning generally and is the final exam you have to sit before completing the Certificate in Financial Planning. It incorporates all the knowledge gained in CF1, CF2, CF3 and CF4 in the form of case studies. It is a 2-hour paper consisting of 2 case studies with associated short and long answer questions. The pass mark is 55%.
The exam syllabus covers the financial services industry and its regulation as well as all the product and process knowledge gained in CF1, CF2, CF3 and CF4.
We provide a number of learning resources and materials for the CF5 exam listed below. Simply click on any item you are interested in to find out further information.
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Free CF5 mock 'taster' paper plus 3 full sets of mock papers with 2 case studies in each to purchase. These are written by Brand Financial Training. |
"Thank you very much Brand Financial Training. I grew up in a culture of sitting as many past papers as possible before sitting an exam so the CF5 mock papers are really helpful." Ben Compton-James, IFA, Pentagon Wealth Development, York |
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Focussing on the 'product selection and portfolio creation' part of question 2 in CF5, this workbook works through the thought processes needed to provide a suitable 'model' answer. This workbook then applies the thought process to the 'production selection and porfolio creation' parts of question 2 in all three of our own mock exam papers, providing step-by-step thought processes and answers. As a free bonus, you will also get a second workbook providing a brand new scenario and product selection question to give you even more practise |
"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 CF5 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 |
