Goodbye CII Certificate in Financial Planning, Hello CII Certificate in Financial Services
Last updated on January 3rd, 2025 at 4:35 am
The following contains important information if you or your employees have any plans to sit CII CF2, CF4 or CF5.
The CII Certificate in Financial Planning qualification is being withdrawn by the CII in August 2015. This affects you if you plan to sit CF2, CF4 or CF5 (CF1 will remain as it forms a part of other qualifications).
You can continue to sit CF2 and CF4 year-round until August 2015. CF5 has only two scheduled sittings left in April and July 2015 – so only two chances left.
Please see http://www.cii.co.uk/qualifications/certificate-in-financial-planning-qualification/ and click on the ‘CF2, CF4 and CF5 unit withdrawal FAQs’ link at the top right hand side of the page for further information. Note that this information is provided by the CII and specific questions relating to the withdrawal of the Certificate and CF2, CF4 and CF5 should be directed to the CII https://www.cii.co.uk
The good news is that Brand Financial Training will continue to support CF2, CF4 and CF5 until the end of August 2015. We strongly suggest you take a look at the resources below to ensure you pass your exam before the exams are withdrawn.
CF2 ‘Investment and Risk’
We provide mock papers and a calculation workbook including free taster versions. Please go to https://brandft.co.uk/cf/cf2.asp for more information.
CF4 ‘Retirement Planning’
We provide mock papers and a calculation workbook including free taster versions. Please go to https://brandft.co.uk/cf/cf4.asp for more information.
CF5 ‘Integrated Financial Planning’
We provide mock papers, a portfolio creation workbook and a calculation workbook including free taster versions. Please go to https://brandft.co.uk/cf/cf5.asp for more information.
Do you have a plan in place for passing these exams before the deadline?
