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Organise Yourself for Exam Success

Organise Yourself for Exam Success

I’m often asked how to manage all the information being learnt for financial services exams, and when you stop to think about it, it’s obvious really – the more organised you are, the more efficiently you’ll whip through the revision you have to do, and the more easily you’ll retain that information you’ve worked hard to learn.

Written by Lysette Offley

Here’s what I suggest:

Keep a record of your progress

You need to catalogue the revision you do, so you make sure everything is covered and nothing is left out.

#StudyTip: Catalogue the revision you do to ensure everything is covered and nothing is left out. Click To Tweet


You can see an overview of what you’ll be covering in your course manual’s index. Look at the structure there. You will probably see broad topics set out – probably as chapter headings, and subtopics outlined below them.

There might even be subtopics under those subtopics, and if not, that’s where you need to start. You will need to subdivide everything into small chunks, and smaller chunks again, and smaller and smaller until you end up with very small manageable chunks of information, which as you know, are a lot easier to learn and remember.

Keep tabs

Keep tabs on which section of the course manual you are currently learning. This will help you ensure you cover everything, but it will also mean that you can file each page of your revision notes, logically in your ring binder, in the right section, making it easier to find when you need it.

You can devise your own way of doing this. And however you do it, you’ll need to keep it straightforward and simple.

For example:

financial services – collective investments – types

financial services – collective investments – providers

financial services – collective investments – corporate


People find that once they start getting small chunks of information under their belt, and can tick them off as they test themselves successfully, they get a lot of satisfaction from charting their progress.

You know what it’s like when you can actually see evidence of your success building up in front of you. It feels good and motivates you to keep going.

Good luck!