Certificate in Financial Planning
Online testing
Units for Certificate in Financial Planning
Click on any unit to book exams and courses, or purchase courseware
Learn more about the Certificate in Financial Planning
Entering for an online exam
To book your exam, select your chosen unit from the menu opposite.
UK Certificate exams are delivered and tested online (with the exception of unit CF5 which, as a written exam, is offered at centres 8 times a year. Important deadlines and centre availability for CF5 can be found in the Certificate in Financial Planning brochure available as a download here.
We recommend booking at least six weeks in advance to give the best chance of getting your preferred exam date and venue.
Whilst there is no prescribed order in which units must be taken, it is strongly recommended that you sit the compulsory unit (CF1) UK financial services, regulation and ethics first, since this provides foundation knowledge upon which the others build.
It is also recommend that you complete your chosen units in the order listed. This reflects the fact that each unit builds to a certain degree on the preceding unit.
Click here for more information on online exams.
