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Personal Finance Society
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Study and mentor support

Achieving advanced level professional qualifications require effort and commitment, but there is no need to go it alone when there is a community that have already been there and done it.  

Chartered members share their tips


This new short film features a number of Chartered members sharing some of their experiences and top study tips. See how they reached Chartered in the film below. 

Play video »


Benefits of Chartered


Some of our Chartered members detail some of the key benefits they've experienced since becoming Chartered. See how Chartered status has impacted them in the film below. 

Play video »




Logging into RevisionMate (provided free with AF1-AF4 and AF6 study options) unlocks a wealth of study support tailored to your course:

  • Personalised study planner - keep organised ahead of the exam
  • MCQ knowledge checks - identify gaps in Level 4 knowledge
  • Online study texts - target Level 4 learning where needed
  • Mock exams - past papers with model answers
  • Discussion forum - connect with fellow learners

Learn on the move

High-tech study lets you study on the move and when conventional study isn't practical:

  • ebooks (AF1-AF4, AF6) - available as an alternative to printed workbooks, study offline using your tablet, ereader or Smartphone. Useful features (available on most devices) include annotation and navigation tools.
  • MP3 audio revision (AF1, AF3, AF4) - gain assumed Level 4 knowledge and an insight into the Advanced Diploma assessment method. Also learn what key areas have featured in past exams.

Attend a revision workshop


Two day Advanced Diploma revision workshops offer valuable tutor support in the weeks leading up to the exam.

You'll receive expert tuition on key elements of the syllabus, suggestions for effective revision and techniques for the exam itself. You'll also have the opportunity to discuss specific concerns with the tutor, practise answering questions and gain feedback on your answers.

Face-to-face fact: In 2014 candidates attending a CII exam revision workshop improved their chances of exam success by up to 59%.

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

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

Certificate in financial planning


Diploma in financial planning

J01 J02 J03 J04 J05 J06 J07 J08

Diploma in regulated financial planning


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)

Diploma in insurance

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

Advanced diploma in financial planning


Advanced diploma in insurance

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

Genius Materials


Lysette Offley, Genius Material, taught for 20 years in state primary and secondary schools, before expanding her skill set to include a vast array of disciplines founded in psychology and neuroscience. Since 2004, she has been helping people to use their brains more effectively to get better results.

Human beings are hard-wired to forget, and with poor revision strategies on top, most people forget 80% of what they've revised within 2 weeks. However, step-by-step and no messing, you'll discover exactly what to do about that so that you remember what you intend to, you cut down on revision time, pass your exams easily, and above all, enjoy the process and increase your self-esteem and confidence.

In the two videos below, Lysette will cover:

  • Principles of learning
  • Making notes
  • Keeping them in your head
  • Once you know how to revise
  • Pass 1st time
  • Enjoy the revision process
  • Self-esteem, confidence

Genius Materials Part 1:


Genius Materials Part 2: