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Demonstration Assessments

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Demos consist of a limited set of questions taken from the assessments.
Name Description

Create 25, 50 or 100 question assessments and select the delivery style. Revision style where the answers are shown after each question or exam style where a detailed report is provided at the end of the assessment. Incorporates standard questions and multiple response questions with the same weighting of learning outcomes that are in the exam.

It is appropriate for someone studying for the CII's R01 exam and for filling knowledge gaps as part of the regulator's CPD requirement for advisers to maintain their diploma knowledge.


  • Monthly CPD update service - summary of key industry developments together with a 10 question monthly assessment
  • Diploma gap analysis assessments - Identify any gaps in your diploma knowledge by taking assessments and using the online diploma courses to improve any knowledge gaps. Includes a total of 1,500 questions, 300 questions for each of the 5 core areas
  • 5 diploma online courses:
    - Financial services regulation & ethics (R01)
    - Investment principles and risk (R02)
    - Personal taxation (R03)
    - Pensions & retirement planning (R04)
    - Financial Protection (R05)
  • Compliance online courses:
    - Financial crime
    - Data protection
    - Complaints procedures
    - Retail Distribution Review
  • Specialist online courses:
    - Workplace pension reform
    - Structured products
  • Focus on topics: Added on a regular basis, each topic covered includes: key facts, a short audiovisual presentation, multiple-choice assessment and a case study
  • Learning to Learn - 5 online learning skills courses covering time management, exams, reading, memory and study

This subject is available by subscribing to the CPD SYSTEM - Accredited CPD account.

Create 25, 50 or 100 question assessments and select the delivery style. Revision style where the answers are shown after each question or exam style where a detailed report is provided at the end of the assessment. Incorporates standard questions and multiple response questions with the same weighting of learning outcomes that are in the exam.

It is appropriate for someone studying for the CII's R02 exam and for filling knowledge gaps as part of the regulator's CPD requirement for advisers to maintain their diploma knowledge.


  • Monthly CPD update service - summary of key industry developments together with a 10 question monthly assessment
  • Diploma gap analysis assessments - Identify any gaps in your diploma knowledge by taking assessments and using the online diploma courses to improve any knowledge gaps. Includes a total of 1,500 questions, 300 questions for each of the 5 core areas
  • 5 diploma online courses:
    - Financial services regulation & ethics (R01)
    - Investment principles and risk (R02)
    - Personal taxation (R03)
    - Pensions & retirement planning (R04)
    - Financial Protection (R05)
  • Compliance online courses:
    - Financial crime
    - Data protection
    - Complaints procedures
    - Retail Distribution Review
  • Specialist online courses:
    - Workplace pension reform
    - Structured products
  • Focus on topics: Added on a regular basis, each topic covered includes: key facts, a short audiovisual presentation, multiple-choice assessment and a case study
  • Learning to Learn - 5 online learning skills courses covering time management, exams, reading, memory and study

This subject is available by subscribing to the CPD SYSTEM - Accredited CPD account.

Package includes:

  • AF4 self-marked mock online exam style paper
  • 3 online case studies complete with multiple-choice question banks
  • Two 15 question self-marked assessments
  • R02 Investment principles and risk online course
  • R02 assessment package containing 300 multiple-choice questions
  • J10 Discretionary investment management: Assessment package containing 300 multiple-choice questions and
  • J10 Discretionary investment management: 12 case studies with multiple-choice questions.

This subject is available by subscribing to the AF4 Investment planning: study package account.

Create 25 or 50 question assessments and select the delivery style. Revision style where the answers are shown after each question or exam style where a detailed report is provided at the end of the assessment. Incorporates standard questions and multiple response questions with the same weighting of learning outcomes that are in the exam.

It is appropriate for someone studying for the CII's R03 exam and also for filling knowledge gaps as part of the regulator's CPD requirement for advisers to maintain their diploma knowledge.


This subject is available by subscribing to the R03 Personal taxation: Gap Analysis & Assessment Tool account.
  • Monthly CPD update service - summary of key industry developments together with a 10 question monthly assessment
  • Diploma gap analysis assessments - Identify any gaps in your diploma knowledge by taking assessments and using the online diploma courses to improve any knowledge gaps. Includes a total of 1,500 questions, 300 questions for each of the 5 core areas
  • 5 diploma online courses:
    - Financial services regulation & ethics (R01)
    - Investment principles and risk (R02)
    - Personal taxation (R03)
    - Pensions & retirement planning (R04)
    - Financial Protection (R05)
  • Compliance online courses:
    - Financial crime
    - Data protection
    - Complaints procedures
    - Retail Distribution Review
  • Specialist online courses:
    - Workplace pension reform
    - Structured products
  • Focus on topics: Added on a regular basis, each topic covered includes: key facts, a short audiovisual presentation, multiple-choice assessment and a case study
  • Learning to Learn - 5 online learning skills courses covering time management, exams, reading, memory and study

This subject is available by subscribing to the CPD SYSTEM - Accredited CPD account.

Package includes:

  • AF1 self-marked online exam style paper
  • 3 online case studies complete with question banks
  • Online courses for J02 Trusts, R03 Personal taxation and R05 Financial protection
  • R03 assessment package containing 300 multiple choice questions
  • R05 assessment package containing 300 multiple choice questions
  • J02 assessment package containing 300 multiple choice questions

This subject is available by subscribing to the AF1 Personal tax and trust planning: study package account.

Create 25 or 50 question assessments and select the delivery style. Revision style where the answers are shown after each question or exam style where a detailed report is provided at the end of the assessment. Incorporates standard questions and multiple response questions with similar weighting of learning outcomes that are in the exam.

It is appropriate for someone studying for the CII's R04 exam and also for identifying knowledge gaps as part of the regulator’s CPD requirement for advisers to maintain their diploma knowledge.


  • Monthly CPD update service - summary of key industry developments together with a 10 question monthly assessment
  • Diploma gap analysis assessments - Identify any gaps in your diploma knowledge by taking assessments and using the online diploma courses to improve any knowledge gaps. Includes a total of 1,500 questions, 300 questions for each of the 5 core areas
  • 5 diploma online courses:
    - Financial services regulation & ethics (R01)
    - Investment principles and risk (R02)
    - Personal taxation (R03)
    - Pensions & retirement planning (R04)
    - Financial Protection (R05)
  • Compliance online courses:
    - Financial crime
    - Data protection
    - Complaints procedures
    - Retail Distribution Review
  • Specialist online courses:
    - Workplace pension reform
    - Structured products
  • Focus on topics: Added on a regular basis, each topic covered includes: key facts, a short audiovisual presentation, multiple-choice assessment and a case study
  • Learning to Learn - 5 online learning skills courses covering time management, exams, reading, memory and study

This subject is available by subscribing to the CPD SYSTEM - Accredited CPD account.

Package includes:

  • AF3 self-marked online exam style paper
  • 3 online case studies complete with question banks
  • Online courses for R04 Pensions and retirement planning & J05 Pension income options
  • R04 assessment package containing 300 multiple choice questions
  • J05 assessment package containing 300 multiple choice questions

This subject is available by subscribing to the AF3 Pension planning: study package account.

Create 25 or 50 question assessments and select the delivery style. Revision style where the answers are shown after each question or exam style where a detailed report is provided at the end of the assessment. Incorporates the same weighting of learning outcomes that are in the exam.

It is appropriate for someone studying for the CII's R05 exam and also for identifying knowledge gaps as part of the regulator’s CPD requirement for advisers to maintain their diploma knowledge.


This subject is available by subscribing to the R05 Financial protection: Gap Analysis & Assessment Tool account.
  • Monthly CPD update service - summary of key industry developments together with a 10 question monthly assessment
  • Diploma gap analysis assessments - Identify any gaps in your diploma knowledge by taking assessments and using the online diploma courses to improve any knowledge gaps. Includes a total of 1,500 questions, 300 questions for each of the 5 core areas
  • 5 diploma online courses:
    - Financial services regulation & ethics (R01)
    - Investment principles and risk (R02)
    - Personal taxation (R03)
    - Pensions & retirement planning (R04)
    - Financial Protection (R05)
  • Compliance online courses:
    - Financial crime
    - Data protection
    - Complaints procedures
    - Retail Distribution Review
  • Specialist online courses:
    - Workplace pension reform
    - Structured products
  • Focus on topics: Added on a regular basis, each topic covered includes: key facts, a short audiovisual presentation, multiple-choice assessment and a case study
  • Learning to Learn - 5 online learning skills courses covering time management, exams, reading, memory and study

This subject is available by subscribing to the CPD SYSTEM - Accredited CPD account.

Package includes:

  • AF1 self-marked online exam style paper
  • 3 online case studies complete with question banks
  • Online courses for J02 Trusts, R03 Personal taxation and R05 Financial protection
  • R03 assessment package containing 300 multiple choice questions
  • R05 assessment package containing 300 multiple choice questions
  • J02 assessment package containing 300 multiple choice questions

This subject is available by subscribing to the AF1 Personal tax and trust planning: study package account.
  • Monthly CPD update service - summary of key industry developments together with a 10 question monthly assessment
  • Diploma gap analysis assessments - Identify any gaps in your diploma knowledge by taking assessments and using the online diploma courses to improve any knowledge gaps. Includes a total of 1,500 questions, 300 questions for each of the 5 core areas
  • 5 diploma online courses:
    - Financial services regulation & ethics (R01)
    - Investment principles and risk (R02)
    - Personal taxation (R03)
    - Pensions & retirement planning (R04)
    - Financial Protection (R05)
  • Compliance online courses:
    - Financial crime
    - Data protection
    - Complaints procedures
    - Retail Distribution Review
  • Specialist online courses:
    - Workplace pension reform
    - Structured products
  • Focus on topics: Added on a regular basis, each topic covered includes: key facts, a short audiovisual presentation, multiple-choice assessment and a case study
  • Learning to Learn - 5 online learning skills courses covering time management, exams, reading, memory and study

This subject is available by subscribing to the CPD SYSTEM - Accredited CPD account.

This online assessment package provides; 18 case studies with 10 question assessments based on each case study


This online assessment package provides; 6 assessments of 40 questions, 12 case studies of 5 questions each. Equivalent to 3 mock papers.


This subject is available by subscribing to the CeFA2 Investments & Risks - assessment package account.

This online assessment package provides; 6 assessments of 40 questions, 12 case studies of 5 questions each. Equivalent to 3 mock papers.


This subject is available by subscribing to the CeFA3 Retirement Planning and Protection - assessment package account.

This online assessment package provides 18 case studies with 10 multichoice question each.


This online assessment package provides: 6 assessments of 50 questions (3 from unit 1 and 3 from unit 2) which equates to 3 mock papers. You can also generates 5 question short assessments at random from the question database.


This subject is available by subscribing to the CeFA1/CeMAP1 UK Financial Regulation - assessment package account.

This online assessment package provides; 12 assessments of 25 questions and can also generate 5 question assessments at random from this question database.


This subject is available by subscribing to the CeMAP Module 2 Mortgages - assessment package account.

This online assessment package provides; 6 assessments of 50 questions and generates 5 question short assessments at random from the question database.


This online assessment package provides; 7 assessments of 50 questions and generates 5 question short assessments at random from the question database.


This subject is available by subscribing to the CF2 Investment and risk - assessment package account.

This online assessment package provides; 6 case studies with 30 question assessments based on each case study, 50 question assessment, 2 self marked online exam style papers where you mark your typed in answers, 25 self marked short questions and answers.


This subject is available by subscribing to the CF5 Integrated financial planning - assessment package account.

This online assessment package provides; 5 case studies with 5 question assessments based on each case study, 7 assessments of 50 questions and generates 5 question short assessments at random from the question database.


This subject is available by subscribing to the CF6 Mortgage advice - assessment package account.

This online assessment package provides; 15 case studies with 5 question assessments based on each case study; 3 multi-choice assessments of 50 questions; generates 5 question assessments at random from the question database.


This subject is available by subscribing to the CF8 Long term care insurance - assessment package account.

This online assessment package provides; 15 case studies with 5 question assessments based on each case study; 3 multi-choice assessments of 50 questions; generates 5 question assessments at random from the question database.


This subject is available by subscribing to the CF8 Long term care insurance - assessment package account.

This online assessment package provides; 15 case studies with 5 question assessments based on each case study; 3 multi-choice assessments of 50 questions and generates 5 question assessments at random from the question database.


This subject is available by subscribing to the ER1 Equity release - assessment package account.

This online assessment package provides; 15 case studies with 5 question assessments based on each case study; 3 multi-choice assessments of 50 questions and generates 5 question assessments at random from the question database.


This subject is available by subscribing to the ER1 Equity release - assessment package account.

This online assessment package provides; 6 assessments of 50 questions and generates 5 question assessments at random from the question database.


This subject is available by subscribing to the FA1 Life office administration - assessment package account.

This online assessment package provides; 6 assessments of 50 questions and generates 5 question assessments at random from the question database.


This subject is available by subscribing to the FA2 Pensions administration - assessment package account.

This online assessment package provides; 6 assessments of 50 questions and generates 5 question assessments at random from the question database.


This online assessment package provides; 6 assessments of 50 questions and generates 5 question assessments at random from the question database.


Create 25, 50 or 100 question assessments and select the delivery style. Revision style where the answers are shown after each question or exam style where a detailed report is provided at the end of the assessment. Incorporates the same weighting of learning outcomes that are in the exam. 12 case studies are also included to provide you with practice on the case study element of this exam.


Package includes:

  • AF4 self-marked mock online exam style paper
  • 3 online case studies complete with multiple-choice question banks
  • Two 15 question self-marked assessments
  • R02 Investment principles and risk online course
  • R02 assessment package containing 300 multiple-choice questions
  • J10 Discretionary investment management: Assessment package containing 300 multiple-choice questions and
  • J10 Discretionary investment management: 12 case studies with multiple-choice questions.

This subject is available by subscribing to the AF4 Investment planning: study package account.

Create 25 or 50 question assessments and select the delivery style. Revision style where the answers are shown after each question or exam style where a detailed report is provided at the end of the assessment. Incorporates the same weighting of learning outcomes that are in the exam. 12 case studies are also included to provide you with practice on the case study element of this exam.


This subject is available by subscribing to the J12 Securities advice and dealing: Gap Analysis & Assessment Tool account.