R01 Study Plan
R01 Study Plan Learning Outcomes R01 Question Distribution BTS Approach Exam Sitting The R01 Financial services, regulation and ethics unit looks at the laws and legal concepts relevant to financial advice and the regulation of financial services, including the Financial Services Act 2012. Useful downloads: R01 Syllabus R01 Examination Guide Tax Tables Glossary Exam sitting: […]
R02 Study Plan
R02 Study Plan Learning Outcomes R02 Question Distribution BTS Approach Exam Sitting The R02 Investment principles and risk unit develops your knowledge and understanding of investment products and the application of the investment process. Useful downloads: R02 Syllabus R02 Examination Guide Tax Tables Glossary Exam sitting: This exam can be sat throughout the year, 7 […]
R03 Study Plan
R03 Study Plan Learning Outcomes R03 Question Distribution BTS Approach Exam Sitting The R03 Personal taxation unit looks at the the UK taxation system, how to analyse different financial advice scenarios and apply relevant knowledge during the advice process. Useful downloads: R03 Syllabus R03 Examination Guide Tax Tables Glossary Exam sitting: This exam can be […]
R04 Study Plan
R04 Study Plan Learning Outcomes R04 Question Distribution BTS Approach Exam Sitting The R04 Pensions and retirement planning unit looks at the political, economic and social factors involved in pensions planning, including the HMRC tax regime, pensions law and regulations. Useful downloads: R04 Syllabus R04 Examination Guide Tax Tables Glossary Exam sitting: This exam can […]
R05 Study Plan
R05 Study Plan Learning Outcomes R05 Question Distribution BTS Approach Exam Sitting The R05 Financial protection unit equips candidates with the knowledge they need to identify risks and work with clients to implement the right protection solutions for them. Useful downloads: R05 Syllabus R05 Examination Guide Tax Tables Glossary Exam sitting: This exam can be […]
AF5 Study Plan (September 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 […]
AF7 Study Plan (September 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 […]
AF1 Study Plan (February 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 […]
AF4 Study Plan (March 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 […]
CF6 Study Plan
CF6 Study Plan Learning Outcomes CF6 Question Distribution BTS Approach Exam Sitting The CF6 Morgage Advice unit looks at your understanding of the various types of mortgage product and repayment options and the giving of mortgage advice. Useful downloads: CF6 Syllabus CF6 Examination Guide CF6 Lenders Criteria Tax Tables Glossary Exam sitting: This exam can […]