The Certificate in Financial Planning examinations form the base level of examinations for financial advisers and sellers. The range of examinations are listed below and to achieve the full Certificate in Financial Planning, passes must be obtained in CF1 to CF5, inclusive.

Students who wish to advise on mortgages need CF1 and CF6, while those advisers working with long term care clients need CF7 and CF8.

The range of examinations are:

• CF1~ Regulation and Ethics
• CF2~ Investment and Risk
• CF3~ Protection
• CF4~ Retirement Planning
• CF5~ An application module
• CF6~ Mortgages
• CF8~ Long Term Care
• ER1~ Equity Release

The syllabus is broadly in line with the Financial Services Skills Council syllabus and similarly conforms to the learning objectives laid down by them.

For new students to the Certificate in Financial Planning, we now offer a test facility for CF1, CF2, CF3 and CF4. Each test is based on a multi choice discipline which is broadly reflective of the real thing.

Subscription to each test syllabus for a learning partner is £40 plus VAT and includes:

Three months subscription or the next examination date, if later

Online help and support with the syllabus

Future online learning materials, free of charge

So, subscribe as a learning partner today and let us help you to achieve your potential and goals.

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