CF5 : Integrated financial planning
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Portfolio Creation Workbook |
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“....Brand Financial Training’s CF5 methodology proved to be invaluable in the exam, due to the notoriously short time you are given to complete the portfolio question. Thanks to this I passed first time.” |
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How Will This Help Me To Pass?
Many exam-takers run out of time and lose vital marks when it comes to the product selection and portfolio creation part of question 2 in the CF5 exam
This is because
a) they haven’t nailed down the exact methodology to use in order to select products and create a model portfolio as quickly as possible
b) they haven’t spent enough time practising them
The number of marks gained or lost in this part of the exam makes the difference between a pass and a fail. Just a little more time taken on practising the product selection and portfolio creation part of question 2 during the revision period, can give you the confidence you need to answer this question quickly and correctly. So that you know you will gain top marks on this question.
The problem is, not enough practise and help is given in the study text, and mock papers don’t tell you exactly how to get from the question to the model answer
So how can you learn exactly how to answer this question, and get essential practise at producing model answers as quickly as possible?
The great news is that we have put together a Portfolio Creation Workbook for CF5 guiding you through the methodology you need for question 2, step-by-step, and providing essential practise to build up speed.
This workbook takes you through a method and thought processes needed for getting from a blank piece of paper to your model answer. We also provide a checklist for you to work through so that you don't miss anything out. We then use this methodology and apply it 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. We also provide an additional case study with step-by-step thought processes and a model answer for that essential practise.
With the CF5 Portfolio Creation Workbook, you can be sure that you will gain essential marks in the exam and will not waste precious time. This makes the difference between a pass and a fail.
What Is Included In The Portfolio Creation Workbook?
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What Options Can You Offer Me To Ensure Best Value For Money?
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"...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." |
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Watch Our Demo Video |
| Why don’t you watch our short video below to see exactly what this calculation workbook contains.
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Full Portfolio Creation Workbook
Or do you want these as part of our ‘Steps to Success’ Study Kits? If so, click here.
This image is for illustration purposes only. You will receive your product as a digital download. | How Do I Order? Simply click on the 'Add To Shopping Cart' button relating to the set or sets that you wish to purchase and proceed through the order process. You will receive the download link on our web page after you have completed your order, and you will also receive an email with the link |
CF5 Step-By-Step Portfolio Creation Workbook |
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Only £45.77 |
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| Or do you want these as part of our ‘Steps to Success’ Study Kits? If so, click here. |
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“Just to let you all know that I passed my CF5 exam in October 2010, after the first time of taking it and I wanted to thank Brand Financial Training, as I don't believe I would have done this without your help! The calculation workbooks, were for me, the key to it, as they provided a precise step by step, clear way of understanding exactly how to tackle the client portfolio question with income which I can happily say I mirrored in the exam....Thanks again for the concise and efficient way you construct your information ” |
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Only For Those Who Are Committed To Passing First Time - Our Best Value Study Kits |
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| Study Kit 1 | Study Kit 2 | |||
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| This image is for illustration purposes only. You will receive your product as a digital download. | This image is for illustration purposes only. You will receive your product as a digital download. | |||
PLUS  PLUS |
PLUS PLUS |
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| This image is for illustration purposes only. You will receive your product as a digital download. | This image is for illustration purposes only. You will receive your product as a digital download. | |||
PLUS PLUS |
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| This image is for illustration purposes only. You will receive your product as a digital download. | ||||
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Cost if bought separately Buy STUDY KIT 2 with 3 Full Sets of Mock Questions PLUS Calculation Workbook PLUS Portfolio Creation Workbook FOR ONLY £90.91 You save £16.04 (15%) |
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Buy our "Steps to Success" Study Kit 1 NOW |
Buy our "Steps to Success" Study Kit 2 NOW |
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Brand Financial Training is an independent company and has no connection with the Chartered Insurance Institute (CII) or the Institute of Financial Services (IFS).
The copyright of all documentation (including electronic documentation) belongs to Brand Financial Training. Under no circumstances should documentation be copied, summarised or reproduced by any means without the written express permission of the copyright owner. Should any illegal use of any materials be discovered, legal actions may be instigated against the offender(s).
Should you require multiple copies, please email us at enquiries@brandft.co.uk to discuss.
The documentation could include inaccuracies or typographical errors and is in no way intended to be an official representation of the CII or IFS examinations. Brand Financial Training may make improvements and/or changes to documentation at any time without notice.
Whilst Brand Financial Training makes every effort to ensure that all information (written and verbal) provided is accurate and correct at the time, no liability for any claims in relation to loss of business or consequential damage incurred by a customer as a result of using or relying on the information will be accepted. Brand Financial Training shall not accept responsibility for loss or damage, whether direct, indirect, incidental or consequential in connection with or arising from your use of or any information provided by or omitted by Brand Financial Training.
