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Personal Finance Society
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Exam guides

The older exam guides for essay-based papers are available to download here. The two most recent papers (as well as the guide for each multiple-choice exam) are available to purchase. Alternatively (if you are taking Certificate or Diploma exams and have purchased a study text this year) mock study tests are available via www.revisionmate.com

The exam guide is published based on the legislative and tax position applicable to the testing period of the exam paper that it relates to.  Past exam guides are not updated to take account of changes to the syllabus and taxation after the testing period of the exam.  

Please click on the links below to access the available guides for that course.

Diploma in financial planning

J01 J02 J03 J04 J05 J06 J07 J08

Diploma in regulated financial planning

R06

PLEASE NOTE: R01 - R05 papers are multiple-choice. As such, there is one sample paper published each year, which will take into account changes in the syllabus and legislation. For this reason, you are advised to revise only from this paper, which are available to purchase or (if you have purchased a study text this year) via www.revisionmate.com.

Diploma in insurance

P05 P21 P80 P81 P85 P86 P90 P91 P92 P93 P94 P96 P97 P98

Advanced diploma in financial planning

AF1 AF2 AF3 AF4 AF5

Advanced diploma in insurance

510 530 555 556 590 655 735 745 770 815 820 930 945 960 990