Our full range of self-study courses are designed by Chartered Fellows and continuously reviewed, improved and updated.
Student
Studied CII Level 4 and 6 range
Tom Cochran
Aspect8
Rhys Melville
Financial Advisor, Woodstock Wealth Management
Tom
Independent Financial Planner
Chloe
Financial Planner
Stuart Walker
Associate Director, Johnston Carmichael Wealth
Louise Dunstan
Head of Training & Competence, Sandringham Financial Partners
Tim Grey
Managing Director, Sandringham Financial Partner
Poppy Ropner
Handelsbanken Wealth & Asset Management
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Written by chartered fellows, these courses support your journey to the Certificate in Financial Planning as well as offering you access to stand alone courses such as equity release and long term care.
Structured weekly learning delivered through a user-friendly platform that can be accessed 24/7. It’s all you will ever need as you start your financial advice professional development journey.
CF6 Mortgage Advice is one of the compulsory papers in the CII Level 3 Certificate in Mortgage Advice.
Course DetailsThe CF8 (Long Term Care Insurance) exam is a stand-alone module, leading to the Award in Long Term Care Insurance. It is a level 3 qualification and completion will give 15 credits. It also acts as an FCA approved qualification advising on Long Term Care Insurance, when held alongside another appropriate qualification.
Course DetailsThe ER1 Equity Release exam forms part of the Certificate in Equity Release and upon successful completion will give you 15 credits at certificate level.
Course DetailsThe LP1 (Life and Pensions Customer Operations) exam forms the first part of the Certificate in Financial Services. It is a level 3 paper, worth 15 credits toward the qualification.
Course DetailsThe LP2 (Financial Services products and solutions) exam forms the second part of the Certificate in Financial Services. It is a level 3 paper, worth 20 credits toward the qualification.
Course DetailsThe LP3 (Life and Pensions Principles and Practices) exam forms the final part of the Certificate in Financial Services. It is a level 3 paper, worth 10 credits toward the qualification.
Course DetailsWritten by chartered fellows, the individual R0 programmes support your journey to the Diploma in Regulated Financial Planning.
Structured weekly learning with study guides to cover the full syllabus, video tutorials to keep you engaged, end-of-week quizzes to test your learning, a full mock exam and access to our experts via our messaging service.
R01 Financial Services, Regulation and Ethics forms part of the Diploma in Regulated Financial Planning. The objective of this learning programme is to develop your knowledge and understanding of the financial services industry including regulation, legislation and the Code of Ethics.
Course DetailsR02 Investment Principles and Risk forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop your knowledge and understanding of investment products and the application of the investment advice process.
Course DetailsR03 Personal Taxation forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop your knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
Course DetailsR04 Pensions and Retirement Planning forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse pension and retirement planning issues.
Course DetailsR05 Financial Protection forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse financial protection planning issues.
Course DetailsR06 Financial Planning Practice has been developed to help advisers develop and demonstrate their financial planning capabilities. The exam tests the practical application of technical knowledge and planning skills already gained, typically through previous study, thereby supporting the provision of competent and appropriate advice.
Course DetailsJ02 Trusts is suitable for anyone seeking to build their knowledge and understanding of trusts. This unit counts towards the Diploma in Financial Planning, in particular those who already hold CII credits that count towards completion. The exam is based on 3 learning outcomes with varying emphasis given to each section.
Course DetailsFor those aiming towards Chartered Advisor status, our experts have written material that cuts straight to the core of learning.
Designed by our technical experts and learning specialists, you can expect structured weekly learning, with a blend of study guides, video tutorials, assignments and mock exams to prepare you to pass.
The AF1 exam (Personal Tax and Trust planning) forms part of the Advanced Diploma in Financial Planning and upon successful completion will give you 30 credits at advanced level and take you a step closer to Chartered Financial Planner.
Course DetailsAF4 Investment Planning forms part of the Advanced Diploma in Financial Planning and upon successful completion will give you 30 credits at advanced level and take you a step closer to Chartered Financial Planner.
Course DetailsThe AF5 Financial Planning Process exam focusses on the relationship between the adviser and client when delivering advice. You will be expected to demonstrate your understanding of your clients’ needs and objectives.
Course DetailsThe AF5 Financial Planning Process exam focusses on the relationship between the adviser and client when delivering advice. You will be expected to demonstrate your understanding of your clients’ needs and objectives. This exam draws upon the knowledge gained through other AF learning programmes.
Course DetailsThe AF7 exam (Pensions Transfer) forms part of the Advanced Diploma in financial planning and upon successful completion will give you 20 credits at advanced level and take you a step closer to Chartered Financial Planner.
Course DetailsThe objective of Retirement Income Planning (AF8) is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. Upon successful completion will give you 30 credits at advanced level and take you a step closer to Chartered Financial Planner.
Course DetailsFor those working towards CISI qualifications, our experts have written material that cuts straight to the core of learning.
Structured weekly learning with study guides to cover the full syllabus, video tutorials to keep you engaged and a full mock exam and access to our experts via our messaging service.
Financial Planning and Advice is one of the options that make up the third paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires three papers.
Course DetailsInvestment, Risk and Taxation is the second paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires this paper as a mandatory element, along with two further exam passes.
Course DetailsRegulation and Professional Integrity is the first paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires this paper as a mandatory element, along with two further exam passes.
Course DetailsSecurities is one of three elective papers in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires the successful completing of three papers.
Course DetailsFor those working towards CISI qualifications, our experts have written material that cuts straight to the core of learning.
Supported weekly learning that will prepare you for your CISI exams. Our CISI programmes are delivered through a user-friendly platform that can be accessed 24/7. It’s all you will ever need for exam success.
PCIAM is a standalone level six qualification offered by the Chartered Institute for Securities & Investment (CISI) – that is to say it is not a paper that makes up part of a wider CISI qualification. On successful completion of this qualification delegates that choose to join the CISI as members are able to use the designation MCSI.
Course Details
Redmill Advance has been a leading provider of training & development services to the UK financial advice market since 2018 and is based in Linlithgow, Scotland.
