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CII Diploma in Financial Planning

We provide learning resources for:

J01 : Personal tax

J02 : Trusts

J03 : The tax and legal aspects of business

J04 : Pension funding options

J05 : Pension income options

J06 : Investment principles, markets and environments

J07 : Supervision in a regulated environment

J08 : Financial planning practice

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Which tools will help you to Pass First Time?

 

 
CII CF1 Exam

Mock Exam Papers

Free mock questions plus 3 full sets of questions to purchase.  Our answers include cross references to the CII study text

Available for

J01 : Personal tax

J02 : Trusts

J04 : Pension funding options

J05 : Pension income options

J06 : Investment principles, markets and environments

J07 : Supervision in a regulated environment

J08 : Financial planning practice (case study workbook)

 

"The Brand Financial Training mock exam questions were an invaluable part of my preparation for taking J01, J02 and AF1 together. Getting as much practice as possible at answering questions is one key to passing these exams. I was delighted to get the hat-trick and pass all 3. Many thanks to Brand Financial Training for helping me get there."

Andrew Macintyre, Investment Sales Manager, Legal & General Investment Management

 

 
Calculator

Calculation, Case Study & Process Workbooks

Focussing on the calculations within the exam, our calcluation workbooks set questions and provide full step-by-step answers. The case study workbook for J08 focusses on case studies.

Available now for:

J01 : Personal tax

J04 : Pension funding options

J05 : Pension income options

J06 : Investment principles, markets and environments

J08 : Financial planning practice

 

"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 (talking about CF2 calculation workbook)

   
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Newsletter

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.  You can sign up in the box in the top right hand corner of this page (and also receive your free guide '7 Simple Tips for Efficient and Effective Study'

   
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Want to find out more for your next exam?

Simply click on the exam you are interested in below to find out more about the products and services we can offer to help you to Pass First Time.

J01 : Personal tax

J02 : Trusts

J03 : The tax and legal aspects of business

J04 : Pension funding options

J05 : Pension income options

J06 : Investment principles, markets and environments

J07 : Supervision in a regulated environment

J08 : Financial planning practice