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CII Diploma in Financial Planning Exams

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. 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.

Available for J01, J02, J04, J05, J06, J07

 

"I passed my exam first time and I know I wouldn't have done it without the help of Brand Financial Training - the sets of mock questions are very similar to the type you will get in the exam, and my pass mark was consistent with the results I got in the mock papers."

Sarah Crump, DFM Administrator, Atkinson Bolton Consulting Ltd

(talking about the CF1 mock papers)

 

 
Calculator

Workbooks

Focussing on the calculations, case studies and/or question processes within the exam, our calcluation, case study and process workbooks set questions and provide full step-by-step answers.

Available for CF1, CF2 and CF6 - Calculation Workbook

Available for CF5 - Product Selection & Portfolio Creation (question 2) Workbook

Available for J01, J04, J05 and J06 - Calculation Workbook

Available for J08 - Case Study Workbook

 

"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

   
Maximise Your Potential Newsletter

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