CF5 : Integrated financial planning
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Workbook 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 |
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The production selection / portfolio creation part of question 2 in the CF5 exam causes our students the most problems. It requires a vast number of thought processes as there are so many things to be considered. Couple that with the lack of time in the CF5 exam and it would be unusual for you not to have difficulties! However, our workbook ensures you learn exactly what thought processes you need to go through to ensure a suitable 'model answer'.
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.
And to ensure you get maximum practise so that you can answer this question with ease and within the time allowed, we are providing a free bonus workbook giving you a further scenario with step-by-step thought processes and a model answer.
By the time you have worked your way through this workbook and the bonus workbook, you should know exactly how to get a model answer for the product selection part of question 2 in CF5 and gain maximum marks.
What does it include?
- Guidelines
- 'Clues'/generic considerations
- Scenario specific 'clues'
- Applying the guidelines
- Full step-by-step thought processes and answers
- BONUS workbook
Watch our short video below to see exactly what this workbook contains.
Note: If you can't view it, it may be because some workplaces block certain files (those pesky IT guys!).
- Over 60 pages of methodology, thought processes, guidelines, scenarios, calculations and model answers allowing you to practise and compare your answer with our model answers
- Scenarios taken from our own CF5 mock exam papers - that's 3 scenarios and step-by-step model answers
- FREE BONUS workbook containing an additional scenario, step-by-step process and model answer
- Fully explained thought processes and checklists
- 4 fully-worked case studies with model answers
- All of our questions are kept up-to-date to reflect any changes to the exam syllabus and tax year
- The CF5 workbook plus free bonus workbook is provided electronically in PDF format - you can print it out and go through it wherever you wish - no need to sit at a PC and no waiting for the postman!
- All purchases come with our 14 day, no questions asked, money-back guarantee
How Do I Order?
Simply click on the 'Add To Shopping Cart' button below 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 within a few hours.
CF5 Workbook PLUS Free Bonus Workbook Valid for examinations from 1 September 2009 to 30 August 2010 |
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Only £29.77 |
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THE COMPLETE PACKAGE - Best Value! "For those who want to pass first time, without fail" CF5 Mock Exam Papers - 3 sets (normal price £10.47 each) PLUS CF5 Workbook (normal price £29.77) PLUS CF5 Free Bonus Workbook (click here for more info on workbook - opens a new window) Valid for examinations from 1 September 2009 to 30 August 2010 |
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Mock Papers Sets 1, 2 & 3 PLUS Workbook |
3 Full Mock Papers AND 60+ page workbook AND Free Bonus Workbook |
Only £52 (saving you 15% - £9.18) |
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What Our Customers Say...
Here's what some of our customers have to say about our workbooks:
"...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 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 |
"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 |
Click here for more testimonials
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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.
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