AF4 Investment Planning Study Package
This advanced diploma study package helps you revise key AF4 syllabus topics and practise exam-style questions. It includes access to our R02 online course and assessments, supporting the knowledge required for the CII AF4 Investment Planning exam.
Content summary
- AF4 self-marked paper: online mock exam you type answers for, then mark against model answers
- R02 Investment Principles and Risk: online course
- R02 Investment Principles and Risk: assessment package with 300 multiple-choice questions
- J10 Discretionary Investment Management: assessment package with 300 multiple-choice questions — note we don’t offer an online course for J10, so the CII textbook will be required
- J10 case studies: 12 case studies with multiple-choice questions
- AF4 self-marked questions: two self-marked assessments of 15 questions each, with model answers
- AF4 case study 1: 20 related MCQs with explanations — performance, investment management services, principles, market and environment (performance measures and risk)
- AF4 case study 2: 20 related MCQs with explanations — principles, market and environment (further performance measures, collective investments, other investments including direct investment)
- AF4 case study 3: 20 related MCQs with explanations — direct investment into bonds, pros/cons of direct vs collective approaches
- Learning to Learn: five online learning skills courses
Additional information
Access is for 9 months and includes syllabus updates. Discounts and longer access periods are available when purchasing multiple modules. For J10 we provide assessments but not a text-based online course; students typically use the CII textbook alongside our materials.
AF4 study requirements and guidance
Read our guidance on AF4 study requirements here. |
