CISI Level 6 Certificate in Advanced Financial Planning

WHAT WE DO:

Pursuing a career as a Certified Financial Planner professional requires the right preparation for the Chartered Institute for Securities & Investment (CISI) Level 6 Certificate in Advanced Financial Planning exam. We provide examination-focused training to build your confidence and help you pass the CISI exam first-time.

WHY CHOOSE OUR COURSE:

• 3 x Course Dates for you to choose from.
• Receive personal feedback on your past paper attempts
• Interactive Live Online group session on Microsoft Teams to hone your exam technique and further your learning.

WHAT DOES A SESSION INCLUDE:

• Upon booking, you’ll receive a past CISI L6 exam paper to complete before the session.
• We’ll mark your script and provide written personal feedback.
• Afterwards, we’ll hold a 2-hour Live Online session to address common errors, walk through the exam paper and share exam tips.

HOW DOES IT WORK:

• Register for your preferred session date.
• Attempt your past paper and submit it by the deadline.
• Attend our Live Online Session for expert feedback and exam technique discussion.

BOOK NOW

 

COURSE DATES:

Tutor

Script Deadline

Course Dates

Paper

Alan Burr

26-Jan-2025

4-Feb-2025 | 6-8pm

Sep 2023

Samuel Holmes

2-Feb-2025

12-Feb-2025 | 6-8pm

Mar 2024

Samuel Holmes

9-Feb-2025

18-Feb-2025 | 6-8pm

Sep 2024

OUR TUTORS:

Our tutors are experts and include former CISI examiners and top exam performers. They impart their expertise and their strategies for success in the CISI exams.
Alan Burr: Chartered Fellow with the CISI, former Chief Examiner and Panel Member for the CISI.
Samuel Holmes: Chartered & Certified Financial Planner (achieved Distinction in the 2020 CISI L6 Certificate in Advanced Financial Planning).

WHAT IS THE CISI LEVEL 6 CERTIFICATE IN ADVANCED FINANCIAL PLANNING?

The CISI Level 6 Certificate in Advanced Financial Planning is a key qualification on the pathway to becoming a Certified Financial Planner professional in the UK, forming part of the CISI’s Level 7 Diploma in Advanced Financial Planning. This certificate assesses candidates’ ability to apply integrated financial planning knowledge to real-world client scenarios through a rigorous 3-hour exam.