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Training solutions for the Financial Services profession

Simple and effective learning for people and businesses

R0 Study Material

Level 4 Diploma exams for financial advisers covering R01-6 and R08 of the CII Diploma in regulated financial planning

AF Study Material

Audio and written exam support for the CII Advanced Diploma in financial planning subjects AF1, AF3 and AF4

Supervisor Training

Develop supervisory skills to meet FCA T&C requirements and build effective people management skills

Senior Management

Meet regulatory senior management responsibilities by providing effective oversight and improving effectiveness

T&C Services

Meet the Training and Competence requirements of both your business and the FCA in an effective way

Adviser skills

Improve the performance of financial advisers by helping them to build better relationships and create more value

“It made light work of the calculations explaining them in a way which was easy to absorb. The book and calculations guide has definitely helped me with my study and made me so much more confident when entering the exam."

Richard Carter – Bestinvest Group

"You will be pleased to hear that I have passed my AF exam. I could not have done this without your training, of that I am in no doubt. I want to thank you personally for your assistance here. The course was superb, by far the best that I have attended, and your knowledge and enthusiasm for the subject is commendable."

Sam Gibson, Chartered Financial Planner

"Thank you for your help and assistance which enabled me to pass my exams. Having failed on two previous occasions I was determined to make it third time lucky. With the assistance of the audio course I was able to study in a time to suit me (i.e. while driving to and from work). It was set out in easy to listen to /bite size chunks which made covering what is a horrible syllabus much easier. I really feel that the audio course was the difference in me passing."

Phil O’Connor, Director Whitewell Financial Planning Limited

“I sat and passed AF1 in April 2015 after only studying the AF1 guide and past papers. They are much clearer and more succinct than other study texts I have used in the past. I would recommend them to anyone completing CII studies as they are well worth the cost."

Kate Nolan, Lloyds Banking Group

"I purchased your study guide for AF1 and managed to pass with distinction. This was mainly due to the information in your study guide."

Kenny Barlow, Partner of St James’s Place Wealth Management

"I found out this morning that I passed AF1 on first attempt and wanted to say thank you as your audio materials have been an essential part of my revision and helped tremendously. I will be sitting AF4 in April and will be definitely purchasing your audio materials. Once again, thank you!"

Once again, thank you!

"..all of us found the day interesting, informative and effective. The facilitation of the day was refreshingly straight and detailed feedback was excellent."

Richard Mahon, T&C Officer Compliance, Aon Consulting Limited

“ A great course, good fun, good content and really worthwhile”.

Russ Haworth, Adviser, Proposito FP Ltd

“Excellent delivery which supports the practical application of effective T&C and best business practices which add value.”

John Dibble, Compliance Director, Gale and Phillipson IFA

“Ian has delivered a refreshing update to my supervisory skills with a well balanced approach to the core skills required to undertake my supervisor role.”

Jon Hellier, Director, Loughtons IFA

Our Clients

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About Us

CII Diploma exams

Over 26,000 people have used our audio MP3 exam study material over the last 19 years. Thousands more have attended our popular training courses.

A training firm run by trainers

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.

About Ian Patterson

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.

Our Latest Blog Posts

Working with you to give you the most useful information

27th July 2017 No Comments

AF exam study

Based on the CII’s published AF exam study pass rates, 40 to 50% of people who sit AF exams will fail. This is a pretty depressing statistic. It’s also something that is quite avoidable. So as we watch the tennis, cricket and golf – and take in the sun – the hard truth is that […]

12th July 2017 No Comments

Supervising financial advisers

What should supervision look like? The process of supervising financial advisers generally has three key elements: Client observations; Monitoring of key information or KPIs; and 1-2-1 meetings In this blog, I want to just focus on client observations. This has the potential to be by far and away the most valuable of the three elements […]

Supervising financial advisers
6th July 2017 No Comments

Supervising financial advisers- recording client meetings

This week, the FCA published its policy statement on the forthcoming Markets in Financial Instruments Directive II (or MiFID II) requirements. These come into force on the 3rd January 2018 and may have a profound impact on some regulated firms.  The details around what I’m talking about here are to be found in section 19 […]

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