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A new way to pass the CII regulated financial adviser exams?

Like many other great ideas www.adviserexams.co.uk was born out of frustration.


Like 60% of other IFAs I failed my first attempt at the CII financial adviser JO1 exam, even after studying hard and attending a revision course. In the end I set up my own "proper full training course" by finding an experienced trainer to teach 12 of us over a full 5 days. At the time I thought why can't this whole financial adviser exam thing just me made a lot easier for advisers, by having classroom style training for the whole exam and not just revision courses?

My daughter has just gone to University. If they just give her a manual and tell her to come back in 3 months, have a 1 day revision course and then sit the relevant exams I would not be best pleased. So why do financial advisers have to put up with this method of teaching for the CII financial adviser exams?

Some months ago I was putting together some PowerPoint videos for my clients to help explain the basics of various products it occurred to me this method would work with easily teaching people to pass the CII regulated financial adviser exams too. This thought was the beginning of the plan which resulted in producing the website www.adviserexams.co.uk


The trainers who produce the videos and question banks have over 20 years experience teaching these exams and so are able, using voice over the PowerPoint slides and animations to just explain the information required to pass the CII RO exams. They can just strip away the "surplus to requirements" information in the manuals, so you are able to concentrate on learning the relevant information only.

The additional massive improvement is the use of a tablet pc to write on the screen to emphasise points being made in the videos. This means that just like a classroom certain points can be highlighted by underlining or calculations laid out on a blank screen so you can see how they are done in reality.

Questions and the resulting answers on the course material submitted by other trainees are posted weekly to further help your understanding, so everyone benefits from other peoples questions rather like a giant classroom.

Finally, you get to test your understanding and knowledge with the help of online multiple choice questions and 5 full mock exams.

In my opinion, this much more interactive study method will greatly enhance your ability to pass your CII RO exams first time. The cost point has also been set quite low to make it excellent value for money.

These are the main benefits:

You use sight and hearing to learn. The Advanced E- learning videos are setup to provide you an experience similar to a classroom

Unlike the manual the main points you need to know for the exam are highlighted by tutors with 20 years of experience

Your tutor explains points in small chunks making the information much more likely to sink in

The NEW whiteboard technology used in the Advanced E Learning videos is vastly superior to PowerPoint alone

You can study whenever you want, whenever you have access to the internet

You can study wherever you want using your mobile phone, laptop or ipad.

The regularly updated Advanced E- Learning videos and FAQs give you the benefit of other trainees' questions

Interactive learning is more enjoyable and so you are more likely to persevere with it

By not paying for two day revision courses, you will save a lot of money

The Advanced E-learning videos offer much longer training time and are much more in depth than a revision course

Passing first time will save you both time and money

You make one great value payment to get everything you need to pass the exam

If you already have passed the diploma the courses will provide the technical knowledge for the AF exams but not the case studies. However we will be producing courses for the AF exams next year.


For practice principles it's a great way to ensure your staff are well trained

Finally best of luck with your CII financial adviser RO exams

A new way to pass the CII regulated financial adviser exams?

By: Peter Jones
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