Whether you’re studying for exams or continuing your professional development, here we have everything you need to support you through it all. Choose your course from the list below and download to get started.

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The AF1 Personal Tax and Trust Planning forms part of the Advanced Diploma in Financial Planning and will give you 30 credits at advanced level.  AF1 consists of 7 weeks of structured learning with 16 modules in total. Each week is broken down into bite sized learning chunks. In this programme you will enjoy; Read More

The AF4 Investment Planning forms part of the Advanced Diploma in Financial Planning and will give you 30 credits at advanced level.  AF4 consists of 6 weeks of structured learning with 22 modules in total. Each week is broken down into bite sized learning chunks. In this programme you will enjoy; Read More

The AF7 Pensions Transfers forms part of the Advanced Diploma in Financial Planning and will give you 20 credits at advanced level.  AF7 consists of 5 weeks of structured learning with 12 modules in total. Each week is broken down into bite-sized learning chunks. In this programme you will enjoy; Read More

The CF8 (Long Term Care Insurance) exam is a stand-alone module, leading to the Award in Long Term Care Insurance. It is a level 3 qualification and completion will give 15 credits. It also acts as an FCA approved qualification advising on Long Term Care Insurance, when held alongside another appropriate qualification for advice such as the Certificate in Financial Planning, Diploma in Financial Planning or Diploma in Regulated Financial Planning.   Read More

The ER1 (Equity Release) exam forms part of the Certificate in Equity Release and upon successful completion will give you 15 credits at certificate level.  The exam itself is a two-hour computer based multiple choice exam held at test centres throughout the country. As the exam is computer based, you can sit it on a date of your choosing throughout the year providing more flexibility to accommodate your studies. The exam format consists of 75 questions – 50 standard multiple-choice questions with and five case studies each with a further 5 multiple-choice questions. There is only one correct answer for each question. The nominal pass mark is 70% and as this is a computer based test rather than a written test it is unlikely that there will be much deviation from this unless a question is subsequently found to be invalid. So, in terms of the mark needed to pass, you are looking at a minimum of 53/75. Edit Description Read More

The J11 (Wraps and Platform Services) exam forms part of the Diploma in Financial Planning and upon successful completion will give you 20 credits at diploma level. The exam itself is a two-hour written examination. As this is a written exam, you can only enter it for the specific available sittings – usually in April and October each year. The exam is made up of two sections – part A containing ‘short answer’ questions from across the syllabus and then part B asking more detailed questions around two case studies. All questions are mandatory. Read More

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