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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.

Certificate / Award

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)

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

Corporate Solutions

Investing in professional development is the key to unlocking growth and success. Did you know that as well as professional qualifications and membership, the CII also offers a wide range of corporate training solutions bespoke to the insurance sector?

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our 2025 Training Catalogue.

Please complete the form below to register your interest:

CII members may be able to benefit from subsidised qualification training via their local institute and are encouraged to check if equivalent courses are available.

To find out more about any of the revision courses above, or to register your interest, please contact us at revision.enquiries@cii.co.uk

If you have a corporate or business enquiry, please contact us at business.enquiries@cii.co.uk