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Personal Finance Revision Courses

Effective preparation is key to exam success

Our online interactive Finance revision courses are specifically designed to accelerate your exam performance.

The focus and support provided by a live virtual training course can really make a difference with preparation for your exam.

For further details on the course and how to book, click on the course title below.

    

Personal Finance Revision Courses

Revision Courses to help you prepare for individual unit exams

Award / Certificate 

CF1 - UK Financial Services, Regulation and Ethics

2 x half days (AM - UK)

21 & 22 October 2025

CF6 - Mortgage Advice

2 x half days (AM - UK)

15 & 16 July 2025

or

18 & 19 November 2025

CF8 - Long Term Care

1 x full day

New date coming soon

ER1 - Equity Release - Revision Course

Corporate / In-house course only

FA1 - Life Office Administration

2 x half days (AM - UK)

19 & 20 August 2025

FA2 - Pensions Administration

2 x half days (AM - UK)

23 & 24 September 2025 (AM)

LP1 - Life and Pensions Customer Operations

1 x full day

7 October 2025

LF1 - Life and Pensions Foundations

Corporate / In-house course only

Diploma

J02 - Trusts

1 x full day

2 September 2025

J05 - Pension Income Options

1 x full day

10 September 2025

J07 - Supervision in a Regulated Environment

1 x full day

28 August 2025

J10 - Discretionary Investment Management

1 x full day

14 October 2025

J12 - Securities Advice and Dealing

1 x full day

Corporate / In-house course only

R01 Financial Services, Regulation and Ethics

4 x half days - (AM - UK)

Cohort 1:  6 October 2025 - 14 October 2025

Cohort 2:  8 December 2025 - 16 December 2025

R02 Investment Principles and Risk

4 x half days - (PM - UK)

Cohort 1:  6 October 2025 - 14 October 2025

Cohort 2:  8 December 2025 - 16 December 2025

R03 Personal Taxation

4 x half days - (AM - UK)

Cohort 1:  8 October 2025 - 16 October 2025

Cohort 2:  10 December 2025 - 18 December 2025

R04 Pensions and Retirement Planning

4 x half days - (PM - UK)

Cohort 1:  8 October 2025 - 16 October 2025

Cohort 2:  10 December 2025 - 18 December 2025

R05 Financial Protection

2 x half days (AM - UK)

Cohort 1: 20 & 21 October 2025

Cohort 2: 10 & 11 December 2025

R06 Financial Planning Practice

1 x full-day

26 September 2025

R07 - Advanced Mortgage Advice - Revision Course

Corporate / In-house course only

Advanced Diploma

AF1 Personal Tax and Trust Planning

2 x full days

20 & 21 August 2025

AF4 Investment Planning

2 x full days

16 & 17 September 2025

AF5 Financial Planning Process

1 x full day

11 September 2025

AF7 Pension Transfers

1 x full day

9 September 2025