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.
|
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 in the same style as the CII's papers, but they are not duplicates of the CII's mock papers. |
"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 |
|
|
|
 |
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 |
"...with your help and excellent training materials I have passed CF5. I know that I could not have done it without the information and techniques you devised. Thank you." Simon Bissmire, Consultant, Croesus Financial Services Ltd, St Ives |
|
|
|
 |
The calculation workbook focusses on the calculations that are needed for CF5. This may be as either part of a short answer question, or as a part of the portfolio creation question. The calculation workbook provides over 60 pages of multiple choice calculation questions and provides full step-by-step answers giving you essential practise at the calculations that you will need to be able to perform in the exam |
"...with your help and excellent training materials I have passed CF5. I know that I could not have done it without the information and techniques you devised. Thank you." Simon Bissmire, Consultant, Croesus Financial Services Ltd, St Ives |
|
|
|
|
Audio masterclasses for those sitting CF5 who need their knowledge and understanding refreshed on topics covered in CF1, CF2, CF3 and CF4 which will need to be fully understood to pass CF5. 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 masterclasses helpful as they were a different perspective to the manual. This was very welcome as the manual is often referred to as a cure for insomnia! Thank you Brand Financial Training!" Jeremy Turner, Peterborough (talking about the CF2 masterclasses) |
|
|
|
|
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 |
|
 |
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 |
