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Which exam year do you need materials for?
2023/24 editions of Study Guides and e-Learning modules are valid for exam sittings up to the 31st August 2024.
2024/25 editions are valid for exam sittings from 1st September 2024.
R0 Exams
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R01
Financial Services, Regulation and Ethics
R02
Investment Principles and Risk
R03
Personal Taxation
R04
Pensions and Retirement Planning
R05
Financial Protection
R06
Financial Planning Practice
AF Exams
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AF1
Personal Tax and Trust Planning
AF4
Investment Planning
AF5
Financial Planning Process
AF7
Pension Transfers
AF8
Retirement Income Planning
CF6, ER1 & J0 Exams
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CF6
Mortgage Advice
ER1
Equity Release
J02
Trusts
J05
Pension Income Options
J10
Discretionary Investment Management
Coming Q3 2024
J12
Securities Advice and Dealing
Soft Skills & CPD
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Soft Skills
Advice Skills
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