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Personal Finance Society
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Completion requirements


To complete the Award you must study a single study text and then pass the associated exam.

Studying for the Award

The study text covers the exam syllabus in a straightforward and user-friendly format, and includes examples, key point summaries and self-test questions.

As a guide, it is recommended that you allow a minimum of 60 hours' study (this will vary according to your experience and ability).

The exam

The exam itself takes the form of a one-hour paper consisting 42 MCQs and 2 case studies each comprising 4 MCQs. The Award in Investment Planning is examined in April and October.

The nominal pass mark is 70%. However, the actual pass mark may vary slightly from one session to another to ensure that the pass standard remains constant.

The complete package

Enrolment for a CII Award includes everything you need for a single fee: study text, examination guide and exam entry