| Exam |
Level |
Exam structure |
Duration (hours) |
Recommended study time (hours) |
Nominal pass mark (%) |
| CF1 |
Certificate |
100 question multiple choice |
2 |
60 |
70 |
| CF2 |
Certificate*
|
100 question multiple choice |
2 |
70 |
70 |
| CF3 |
Certificate |
50 question multiple choice |
1 |
40 |
70 |
| CF4 |
Certificate |
50 question multiple choice |
1 |
40 |
70 |
| CF5 |
Certificate |
Written paper comprising 2 case studies and associated questions |
2 |
70 |
55 |
| CF6 |
Certificate*
|
100 multiple choice questions and 5 case study scenarios each comprising 5 multiple choice questions |
3 |
70 |
70 |
| CF8 |
Certificate*
|
50 multiple choice questions and 5 case study scenarios each comprising 5 multiple choice questions |
2 |
60 |
70 |
| ER1 |
Certificate
|
50 multiple choice questions and 5 case study scenarios each comprising 5 multiple choice questions |
2 |
60 |
70 |
| HR1 |
Certificate |
30 multiple choice questions including 5 scenario based questions |
1 |
20 |
70 |
| * Counts as diploma credit if exam passed prior to 2007 |
| FA1 |
Certificate |
50 question multiple choice |
1 |
40 |
70 |
| FA2 |
Certificate |
50 question multiple choice |
1 |
40 |
70 |
| |
|
|
|
|
|
| JO1-JO7 |
Diploma |
Written paper comprising 15 compulsory short answer questions |
2 |
90 |
55 |
J08
|
Diploma |
2 case studies are sent to candidates 2 weeks before the examination. They will contain client information which will form the basis of the exam questions
|
3
|
100
|
55 |
| AF1-AF4 |
Advanced diploma |
Case study approach. Written papers comprising 160 marks spread over three compulsory questions. Marks for questions 2 and 3 may vary between examination sessions.
Question 1 – 80 marks
Question 2 – 35-45 marks
Question 3 – 35-45 marks |
3 |
120 |
55 |
| AF5 |
Advanced diploma |
Candidates receive a “fact find” two weeks before the examination. The examination tests key aspects of the financial planning process as applied to the client scenario. |
3 |
120 |
55 |
Online training material available from Wizard Learning
Online assessment packages
CF1, CF2, CF3, CF4, CF5, CF6, CF8, ER1, HR1, FA1, FA2
Subject knowledge questions
J01, J02, J03, J04, J05, J06, J07
Practice exam packages
J01, J02, J03, J04, J05, J06, J07, AF1, AF3, CF5
Online courses
CF1, CF2, CF3, CF4, J04, J05, J06
See here for details
|
