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  • Tips for Answering Questions on a CII Short-Answer Exam

    Taking the jump from the CII multiple-choice exams to the CII short-answer question exams can be a challenge. Here, we talk about exam technique and how to give yourself the best chance of passing your exam.

  • The CII J02 April 2021 Exam in Review

    Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and covers trusts - useful for those preparing to sit the next J02 exam.

  • The Hidden Risks of Using AI for Exam Revision

    Many students are turning to AI for help with revision, but it’s not always obvious where these tools support learning and where they create risks. Read on to understand the common pitfalls, why they matter for technical CII exams, and how to use AI in a way that genuinely strengthens your exam preparation.

  • The CII Advanced Diploma – The Path of Least Resistance

    If you are about to start working your way towards Chartered status, the road ahead can seem pretty daunting. This article guides you through some of the exam combinations.

  • Why Shorter Study Sessions Could Transform Your CII Exam Revision

    Many candidates assume long revision sessions are best for CII exams. Read on to see why shorter, focused study may be more effective.

  • Stamp Duty Land Tax Rates and Reliefs Explained

    In this article, we take a look at Stamp Duty Land Tax (SDLT). While this article is particularly relevant to the CF6 and R07 exams, SDLT also appears in CF1, R02, R03, R06, AF1, ER1 and LP2.

  • What are the duties of trustees?

    The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a total of 130 marks. Here is an example question that will help exam candidates answer questions on the duties of trustees.

  • A Look at Recent Past Papers for the CII J05 Exam – February 2025

    In this article, we are taking a look at the questions asked in four recent exam papers of the CII’s Diploma in Financial Planning J05 exam paper – this is the exam on Pension Income Options. This will be useful reading for you if you are preparing to sit this exam in the near future; it will help you to focus your revision on the areas that are likely to be examined.

  • What Candidates Struggle with Most in Exam Prep – and How to Overcome It

    Preparing for CII exams takes more than just technical knowledge – it’s a test of focus, discipline, and endurance. Read on to learn the biggest challenges candidates face during exam prep and practical ways to overcome them.

  • The CII AF7 October 2020 Exam in Review

    We have been reviewing the CII exam papers from the October 2020 sitting and this time, it’s the turn of the AF7 Pension Transfer exam.

  • A Look at Recent Past Papers for the CII J05 Exam – July 2024

    In this article, we are taking a look at the questions asked in four recent exam papers of the CII’s Diploma in Financial Planning J05 exam paper – this is the exam on Pension Income Options. This will be useful reading for you if you are preparing to sit this exam in the near future; it will help you to focus your revision on the areas that are likely to be examined.

  • Why AI Isn’t Reliable for CII Exam Preparation

    In the financial services industry, the integration of AI technology has garnered attention as a potential game-changer. With promises of efficiency and accessibility, many turn to AI platforms like Chat GPT for assistance, particularly in exam preparation. However, as we delve deeper into its efficacy, concerns arise regarding the accuracy and reliability of AI-generated content, prompting a critical examination of its suitability for CII exam preparation.

  • A Look at Recent Past Papers for the CII AF1 Exam – March 2026

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • A Look at Recent Past Papers for the CII J05 Exam – July 2023

    In this article, we are taking a look at the questions asked in four recent exam papers of the CII’s Diploma in Financial Planning J05 exam paper – this is the exam on Pension Income Options. This will be useful reading for you if you are preparing to sit this exam in the near future; it will help you to focus your revision on the areas that are likely to be examined.

  • When Do Most Candidates Really Start Revising for Their CII Exams?

    Everyone revises differently, but when do CII candidates really start preparing for their exams? We asked this question in a recent LinkedIn poll, and the answers tell an interesting story.