J02 Study Plan (February Sitting)
Exam Information J02 Study Plan BTS Approach Exam Sitting Exam Information The J02 Trusts unit is a level 4 exam suitable for paraplanners, technical consultants and those supporting financial planning processes. J02 focusses on developing knowledge and understanding of the various types of trusts. and it can also support candidates looking to also sit the […]
AF7 Study Plan (March sitting)
Exam Information AF7 Study Plan BTS Approach Exam Sitting Exam Information The AF7 Pension transfers unit looks at developing the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. This is a challenging exam with a narrow syllabus, focusing on the main areas of the advice process for pension transfers. Please […]
AF5 Study Plan (February sitting)
Exam Information AF5 Study Plan BTS Approach Exam Sitting Exam Information The AF5 Financial Planning Process is the mandatory unit of the CII’s Advanced Diploma in Financial Planning. It’s an exam that focusses on the advice process, so is similar to the level 4 R06 exam, but AF5 asks questions relating to one fact find […]
AF4 Study Plan (September sitting)
Exam Information AF4 Study Plan BTS Approach Exam Sitting Exam Information The AF4 Investment planning unit looks at developing in depth financial planning skills related to investments and the management of investment portfolios. This exam requires strong analytical skills and the ability to write clearly and concisely, all within a tight timescale. Please note: It […]
AF1 Study Plan (September sitting)
Exam Information AF1 Study Plan BTS Approach Exam Sitting Exam Information The AF1 Personal Tax and Trust Planning unit looks at developing the specialist technical knowledge needed to develop in depth financial planning skills related to personal tax and trusts. This exam requires strong analytical skills and the ability to write clearly and concisely, all […]
R06 Study Plan (October Sitting)
Exam Information R06 Study Plan BTS Approach Exam Sitting Exam Information The R06 Financial planning practice unit brings together all the knowledge gained throughout the previous five R0 units. The exam assesses both technical knowledge and financial planning capabilities. Useful downloads: R06 Syllabus Tax Tables Examiner’s Reports Exam sitting: This exam can be sat on […]
R06 Study Plan (June Sitting)
Exam Information R06 Study Plan BTS Approach Exam Sitting Exam Information The R06 Financial planning practice unit brings together all the knowledge gained throughout the previous five R0 units. The exam assesses both technical knowledge and financial planning capabilities. Useful downloads: R06 Syllabus Tax Tables Examiner’s Reports Exam sitting: This exam can be sat on […]
R06 Study Plan (April Sitting)
Exam Information R06 Study Plan BTS Approach Exam Sitting Exam Information The R06 Financial planning practice unit brings together all the knowledge gained throughout the previous five R0 units. The exam assesses both technical knowledge and financial planning capabilities. Useful downloads: R06 Syllabus Tax Tables Examiner’s Reports Exam sitting: This exam can be sat on […]
R06 Study Plan (January Sitting)
Exam Information R06 Study Plan BTS Approach Exam Sitting Exam Information The R06 Financial planning practice unit brings together all the knowledge gained throughout the previous five R0 units. The exam assesses both technical knowledge and financial planning capabilities. Useful downloads: R06 Syllabus Tax Tables Examiner’s Reports Exam sitting: This exam can be sat on […]
CF8 Study Plan
CF8 Study Plan Learning Outcomes CF8 Question Distribution BTS Approach Exam Sitting The Long Term Care Insurance unit develops your understanding of Long Term Care (LTC) cover, including legal, taxation and regulatory issues and the responsibilities of local authorities. Useful downloads: CF8 Syllabus CF8 Exam Guide Tax tables Glossary Exam sitting: This exam can be […]