CPD & Exams

• Taking qualifications with both CII and CISI

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

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

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• PFS withdrawn member access to study texts?

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

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

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

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

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

  140 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?

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

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

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

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

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

  266 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

  238 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?

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

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

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

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

  231 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

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

  210 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

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