Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again

Key facts

Key facts for the Certificate in Advanced Mortgage Advice

Ofqual Regulated Qualification Framework (RQF) Level Level 4
Number of available units 1 Certificate unit and 2 Diploma units
Compulsory units 3 units
• (R01) Financial services, regulations
and ethics;
• (CF6) Mortgage advice; and
• (R07) Advanced mortgage advice
CII credits required to complete (existing credits carried forward) 55
CII credits per unit R01/CF6 - 20 credits
R07 - 15 credits
Combination of units at any level allowed Yes
At Certificate and Diploma level

(subject to completion requirements)
Exam format R01
• Online, 2 hours
• 100 multiple choice questions (MCQs)
• Online, 3 hours
• 100 MCQs and five case studies,
each comprising five MCQs
• Online, 2 hours
• 55 MCQs and four case studies, each
comprising five MCQs
Average study time per unit R01 - 60 hours
CF6/R07 - 70 hours
Availability of exam sessions (Details shown apply to the UK. Outside of the UK exams are offered twice-yearly) Year-round
Availability varies from centre
to centre, but typically weekly
Entry requirements? None
Credits available for prior learning? Yes
Record of Achievement issued for each exam pass? Yes
CII/PFS membership designation Cert SMP