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 programmes have been designed to cut straight to the core material you need for exam success.

All our learning material includes exam guidance, structured weekly learning, pre-study knowledge tests, assignments with model answers, and timed knowledge tests. All our courses are CPD accredited and are fully supported by our course tutors.

CPD Accredited

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.

J11 Wraps and Platform Services
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 …
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R01 FINANCIAL SERVICES, REGULATION & ETHICS
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 …
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R02 INVESTMENT PRINCIPLES AND RISK
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 …
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R03 PERSONAL TAXATION
R03 Personal Taxation – £99.00 + 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 …
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R04 PENSIONS & RETIREMENT PLANNING
R04 Pensions and 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 …
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R05 FINANCIAL PROTECTION
R05 Financial Protection – £99.00 + 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 …
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R06 FINANCIAL PLANNING PRACTICE
R06 Financial Planning Practice – January 2019 analysis - FREE!
R06 Financial Planning Practice has been developed to help advisers demonstrate their financial planning capabilities. The exam tests the practical application of technical knowledge and planning skills already …
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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
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 …
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AF4 INVESTMENT PLANNING
AF4 Investment Planning – £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 …
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AF5 FINANCIAL PLANNING PROCESS
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 …
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AF7 PENSIONS TRANSFER
AF7 Pensions Transfer – £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 …
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Other courses

Just like our Diploma and Advanced Diploma programmes, all other exam support we offer is delivered as structured learning and includes exam guidance, hints and tips, weekly study guides and timed exams to consolidate learning. You can access all our courses via our user-friendly platform that can be accessed 24/7 and from any device.

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 …
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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 …
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ER courses

Just like our Diploma and Advanced Diploma programmes, all other exam support we offer is delivered as structured learning and includes exam guidance, hints and tips, weekly study guides and timed exams to consolidate learning. You can access all our courses via our user-friendly platform that can be accessed 24/7 and from any device.

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CF courses

Our CF Courses are absolutely brilliant. We could ideally do with a nice small paragraph to go here which discusses them in more detail. There is a button below which will allow you to view the courses overview and it will drop straight to the correct section on the courses page.

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