CPD & Exams

• BTS AF5 Workshop

  26 views 0 comments 0 points Started by cbeaumont May 15
• CII - LTC - CF8 - BTS

  83 views 2 comments 0 points Most recent by Admin April 7
• Taking qualifications with both CII and CISI

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

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

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• PFS withdrawn member access to study texts?

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

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

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

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

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

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

  1.2K views 7 comments 0 points Most recent by MaggieT December 2024
• JO9 - any advice?

  3.7K views 14 comments 0 points Most recent by Manall_hb November 2024
• Two AF exams in same session?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  222 views 1 comment 0 points Most recent by AnnBrand April 2024