CPD & Exams

• Taking qualifications with both CII and CISI

  177 views 3 comments 0 points Most recent by Radnor September 2
• CISI Scotland - 28 August 2025 (Edinburgh)

  66 views 1 comment 0 points Most recent by Steven_McBurnie July 26
• CII R04 Exam Guide question help

  58 views 0 comments 0 points Started by knowR0 July 15
• PFS withdrawn member access to study texts?

  155 views 10 comments 0 points Most recent by Andy_Schleider July 2
• J09 - Cash Flow Analysis

  110 views 1 comment 0 points Most recent by Wildparaplanner June 16
• CPD for Paraplanners

  164 views 2 comments 0 points Most recent by Steven_McBurnie April 15
• Difference between CII and CISI

  349 views 2 comments 0 points Most recent by 7Maid4 February 15
• AF8 Assignment 3

  240 views 0 comments 0 points Started by irosie January 27
• What qualifications are needed for DB pension reports

  137 views 3 comments 0 points Most recent by JouneyToFreelance January 7
• AF8 Assignment 3

  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?

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

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

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

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

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

  260 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

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

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

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

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

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

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

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

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

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

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

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

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