CPD & Exams

• Taking qualifications with both CII and CISI

  209 views 3 comments 0 points Most recent by Radnor September 2025
• CISI Scotland - 28 August 2025 (Edinburgh)

  74 views 1 comment 0 points Most recent by Steven_McBurnie July 2025
• CII R04 Exam Guide question help

  79 views 0 comments 0 points Started by knowR0 July 2025
• PFS withdrawn member access to study texts?

  169 views 10 comments 0 points Most recent by Andy_Schleider July 2025
• J09 - Cash Flow Analysis

  122 views 1 comment 0 points Most recent by Wildparaplanner June 2025
• CPD for Paraplanners

  180 views 2 comments 0 points Most recent by Steven_McBurnie April 2025
• Difference between CII and CISI

  382 views 2 comments 0 points Most recent by 7Maid4 February 2025
• AF8 Assignment 3

  267 views 0 comments 0 points Started by irosie January 2025
• What qualifications are needed for DB pension reports

  142 views 3 comments 0 points Most recent by JouneyToFreelance January 2025
• AF8 Assignment 3

  1.1K views 7 comments 0 points Most recent by MaggieT December 2024
• JO9 - any advice?

  3.6K views 14 comments 0 points Most recent by Manall_hb November 2024
• Two AF exams in same session?

  195 views 3 comments 0 points Most recent by benjaminfabi November 2024
• AF8 - Cashflow

  221 views 3 comments 0 points Most recent by RachelHalton November 2024
• FE Analytics Exam

  194 views 2 comments 0 points Most recent by Nath November 2024
• CII R0 exam learning materials

  257 views 4 comments 0 points Most recent by OlGan October 2024
• STEP Diploma

  201 views 1 comment 0 points Most recent by SA96 September 2024
• AF4 - October Sitting

  271 views 2 comments 0 points Most recent by petorb September 2024
• R0

  98 views 0 comments 0 points Started by Chris1 September 2024
• RO3 Onshore Bond Question

  245 views 5 comments 0 points Most recent by Amel23 August 2024
• AF4 - 7th March sitting

  540 views 13 comments 0 points Most recent by Wildparaplanner August 2024
• Need a boost to your CPD?

  110 views 0 comments 0 points Started by Theresa_Dixon July 2024
• AF4 v PCIAM

  243 views 4 comments 0 points Most recent by Steven_McBurnie June 2024
• Certificate in Paraplanning vs Diploma in Regulated Financial Planning

  320 views 4 comments 0 points Most recent by JouneyToFreelance June 2024
• AF8 - Tax year query

  339 views 4 comments 0 points Most recent by elspel May 2024
• R02 Support Update - what next?

  235 views 2 comments 0 points Most recent by AnnBrand May 2024
• CF6 mortgage advice

  143 views 0 comments 0 points Started by mcshelton April 2024
• RO2 Exam

  415 views 5 comments 0 points Most recent by gmeldrum April 2024
• Prior Recognition of Learning - CISI to CII

  214 views 1 comment 0 points Most recent by AnnBrand April 2024
• Good educational pieces around advising US citizens?

  209 views 3 comments 0 points Most recent by richallum April 2024
• R02 Support

  288 views 5 comments 0 points Most recent by Jen_Berwick March 2024