Simple and effective learning for people and businesses
Level 4 Diploma exams for financial advisers covering R01-6 and R08 of the CII Diploma in regulated financial planning
Audio and written exam support for the CII Advanced Diploma in financial planning subjects AF1, AF3, AF4 and AF7
Develop supervisory skills to meet FCA T&C requirements and build effective people management skills
Meet regulatory senior management responsibilities by providing effective oversight and improving effectiveness
Meet the Training and Competence requirements of both your business and the FCA in an effective way
Improve the performance of financial advisers by helping them to build better relationships and create more value
Over 28,000 people have used our audio MP3 exam study material over the last 20 years. Thousands more have attended our popular training courses.
Founded over 21 years ago, The Patterson Group use subject matter experts dedicated to providing quality skills, senior management and exam support to the financial services profession. They include the authors of six current CII study texts.
Ian Patterson is widely known for his thought leadership and expertise. As a qualified trainer, he has trained 1000's; as an author of 8 study texts (including the current CII CF8, AF6 and J07 texts), many more people have read his work. As an ex IFA and examiner he knows both the exams and the profession inside out.
Working with you to give you the most useful information
Whether you have decided to sit the CII AF7 exam on Pension Transfers or you are just considering doing so, what are your AF7 study options? If you are not sure what is available, here are some thoughts that should help you. Should I bother buying the CII AF7 study text? Slightly surprisingly, this is […]
With two sittings remaining of the AF3 exam, a lot of people are asking us whether they should sit both the CII AF7 exam and AF3 in October 2017. In a similar vein, is AF3 really only AF7 plus a bit extra? The deadline is looming to enter for the CII AF exams (without incurring […]
Based on the CII’s published AF exam study pass rates, around 4 out of 10 people who sit the CII AF4 exam will fail. Here’s how you can avoid being one of them. If you’ve never come across a website called Brainscape before, then this might help you. It’s an on-line version of that classic […]
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