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Personal Finance Society
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Completion Requirements


To complete the Certificate you need to obtain 60 CII credits by passing four compulsory units: R01 or CF1, R02, R03 and J09. 

Units Credits and level  Study hours per unit * Assesment method Exam sessions Nominal pass mark ** Results notification
R01 20 - Level 4 60 2 hour exam comprising 100 multiples choice questions (MCQs) Year-round 65% Immediate notification of results
CF1 15 - Level 3 60 70%
R02 20 - Level 4 60 65%
R03 10 - Level 4 50 1 hour exam comprising 50 MCQs 65%
J09 30 - Level 4 100 3 written coursework assignments,each typically 2,000 to 3,000 words 65% 8 weeks

The requirements to pass units R01, R02 and R03 can also satisfied by the following withdrawn CII units:

  • R01 = (FP1) financial services and their regulation;
  • R02 = (J06) Investment principles, markets and environment or (G70) Investment portfolio management; and
  • R03 = (J01) Personal tax.

* The recommended minimum study hours shown below will vary according to your experience and ability. 

** The nominal pass mark is shown, however, the actual pass mark may vary from one session to another to ensure that the pass standard remains constant.