Courses | RM Advance

Our learning programmes have been designed to cut straight to the core material you need for exam success. We can fully support your learning and professional development needs wherever you are on your own journey.

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Our courses

Our learning modules have been designed to cut straight to the core material you need for exam success.

Our courses are packed full of invaluable learning resources including essential reading, study guides, exam guides, interactive e-learning, videos, mock exams, and much more. Our courses are CPD accredited.

CII Certificate courses and more…

Written by highly qualified tutors, these courses support your journey to the Certificate in Financial Planning as well as offering you access to stand alone courses such as equity release and long term care. Structured weekly learning and delivered through a user-friendly platform that can be accessed 24/7. It’s all you will ever need for your professional development journey.

CF6 Mortgage Advice

CF6 Mortgage Advice – £69.00 + VAT

CF6 Mortgage Advice is one of the compulsory papers in the CII Level 3 Certificate in Mortgage Advice. Successful completion of this certificate requires the successful completion of …

CF8 Long Term Care

CF8 Long Term Care – £69.00 + VAT

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 …

ER1 Equity Release

ER1 Equity Release – £69.00 + VAT

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 study schedule …

IF1 Insurance Legal and Regulatory

IF1 Insurance Legal and Regulatory – £69.00 + VAT

The IF1 (Insurance, Legal and Regulatory) exam forms part of the Certificate in Insurance and may also count towards the Diploma in Insurance and the Advanced Diploma in Insurance. Upon successful …

IF9 Customer Service in Insurance

IF9 Customer Service in Insurance – £69.00 + VAT

The IF9 (Customer Service in Insurance) exam forms part of the Certificate in Insurance and may also count towards the Diploma in Insurance and the Advanced Diploma in …

LP1 Life and Pensions Customer Operations

LP1 Life and Pensions Customer Operations – £69.00 + VAT

The LP1 (Life and Pensions Customer Operations) exam forms the first part of the Certificate in Financial Services. It is a level 3 paper, worth 15 credits toward …

LP2 Financial Services products and solutions

LP2 Financial Services products and solutions – £69.00 + VAT

The LP2 (Financial Services products and solutions) exam forms the second part of the Certificate in Financial Services. It is a level 3 paper, worth 20 credits toward …

LP3 Life and Pensions Principles and Practices

LP3 Life and Pensions Principles and Practices – £69.00 + VAT

The LP3 (Life and Pensions Principles and Practices) exam forms the final part of the Certificate in Financial Services. It is a level 3 paper, worth 10 credits …

CII Diploma courses

Written by highly qualified tutors, the individual R0 programmes support your journey to the Diploma in Regulated Financial Planning. Structured weekly learning with assignments and timed testing are all independently CPD accredited and delivered through a user-friendly platform that can be accessed 24/7. It’s all you will ever need for your professional development journey.

M05 Insurance Law

M05 Insurance Law – £99.00 + VAT

The M05 (Insurance Law) exam forms part of the Diploma in Insurance. It may also count towards the Advanced Diploma in Insurance. Upon successful completion will give you …

M92 Insurance Business and Finance

M92 Insurance Business and Finance – £99.00 + VAT

The M92 (Insurance Business and Finance) exam forms part of the Diploma in Insurance. It may also count towards the Advanced Diploma in Insurance. Upon successful completion will …

R01 FINANCIAL SERVICES, REGULATION & ETHICS

R01 Financial Services, Regulation & Ethics – £129.00 + VAT

R01 Financial Services, Regulation and Ethics forms part of the Diploma in Regulated Financial Planning. The objective of this learning programme is to develop your knowledge and understanding …

R02 INVESTMENT PRINCIPLES AND RISK

R02 Investment Principles & Risk – £129.00 + VAT

R02 Investment Principles and Risk forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop your knowledge and understanding of investment …

R03 PERSONAL TAXATION

R03 Personal Taxation – £129.00 + VAT

R03 Personal Taxation forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop your knowledge and understanding of the UK taxation …

R04 PENSIONS & RETIREMENT PLANNING

R04 Pensions & Retirement Planning – £129.00 + VAT

R04 Pensions & Retirement Planning forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability …

R05 FINANCIAL PROTECTION

R05 Financial Protection – £129.00 + VAT

R05 Financial Protection forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse …

R06 FINANCIAL PLANNING PRACTICE

R06 Financial Planning Practice – £99.00 + VAT

R06 Financial Planning Practice has been developed to help advisers develop and demonstrate their financial planning capabilities. The exam tests the practical application of technical knowledge and planning …

CII Advanced Diploma courses

For those aiming towards Chartered Advisor status, our experts have written material that cuts straight to the core of learning. Supported by our Head of Learning and Development, you can expect structured weekly learning with assignments that will prepare you for your exams. Our AF programmes are delivered through a user-friendly platform that can be accessed 24/7 all you will ever need for your journey to Chartered Advisor.

AF1 PERSONAL TAX AND TRUST PLANNING

AF1 Personal Tax & Trust Planning – £249.00 + VAT

The AF1 exam (Personal Tax and Trust Planning) forms part of the Advanced Diploma in Financial Planning and upon successful completion will give you 30 credits at advanced …

AF4 DIGITAL PROGRAMME + CLASSROOM DAY

AF4 Digital Programme + Classroom Day – £399 + VAT

AF4 – CLASSROOM EVENT + DIGITAL LEARNING PROGRAMME WEDNESDAY 29TH SEPTEMBER 2021 The AF4 exam (Investment Planning) forms part of the Advanced Diploma in Financial Planning and …

AF4 INVESTMENT PLANNING

AF4 Investment Planning (digital only) – £249.00 + VAT

The AF4 exam (Investment Planning) forms part of the Advanced Diploma in Financial Planning and upon successful completion will give you 30 credits at advanced level and take …

AF5 FACT FIND ANALYSIS

AF5 Fact Find Analysis – £99.00 + VAT

The AF5 Financial Planning Process exam focusses on the relationship between the adviser and client when delivering advice. You will be expected to demonstrate your understanding of your …

AF5 CLASSROOM EVENT + FACT FIND ANALYSIS

AF5 Fact Find Analysis + Classroom Day – £259 + VAT

AF5 – CLASSROOM EVENT + FACT FIND ANALYSIS TUESDAY 28TH SEPTEMBER 2021 Who is this course for The AF5 Financial Planning Process exam focusses on the relationship …

AF7 DIGITAL PROGRAMME + CLASSROOM DAY

AF7 Digital Programme + Classroom Day – £399 + VAT

AF7 – CLASSROOM EVENT + DIGITAL LEARNING PROGRAMME WEDNESDAY 15th SEPTEMBER 2021 **SOLD OUT** PLEASE REGISTER YOUR INTEREST AND WE WILL GET IN TOUCH WITH ALTERNATIVES The …

AF7 PENSIONS TRANSFER

AF7 Pensions Transfer (digital only) – £249.00 + VAT

The AF7 exam (Pensions Transfer) forms part of the Advanced Diploma in financial planning and upon successful completion will give you 20 credits at advanced level and take …

CISI Courses

For those working towards CISI qualifications, our experts have written material that cuts straight to the core of learning. Supported by our Head of Learning and Development, you can expect weekly learning that will prepare you for your CISI exams. Our CISI programmes are delivered through a user-friendly platform that can be accessed 24/7 all you will ever need for exam success

Financial Planning and Advice

CISI Financial Planning and Advice – £99.00 + VAT

Financial Planning and Advice is one of the options that make up the third paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma …

Investment Risk and Taxation

CISI Investment Risk and Taxation – £99.00 + VAT

Investment, Risk and Taxation is the second paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires this paper as a mandatory element, …

Regulation and Professional Integrity

CISI Regulation and Professional Integrity – £99.00 + VAT

Regulation and Professional Integrity is the first paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires this paper as a mandatory element, …

CISI Securities

CISI Securities – £99.00 + VAT

Securities is one of three elective papers in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires the successful completing of three papers. The …