16 Questions
What is the purpose of the Chartered Institute for Securities & Investment’s Financial Planning and Advice study material?
To prepare for the Financial Planning and Advice examination
Who is the author of the educational workbook?
Andrew Houghton FPFS
What is the location of the Chartered Institute for Securities & Investment mentioned in the text?
20 Fenchurch Street, London EC3M 3BY, United Kingdom
Who are the reviewers of the educational workbook?
Catherine Makin Chartered FPFS, MCSI Stephanie Dyke Chartered FCSI, Dip PFS
What responsibility does the Chartered Institute for Securities & Investment disclaim in the text?
Responsibility for loss due to trading or investments
What is the consequence of any unauthorised act in relation to all or any part of the material in this publication?
Civil claim for damages and criminal prosecution
Where can the full syllabus be viewed?
cisi.org and Customer Support Centre
What are candidates reminded to check regularly for updates that could affect their examination?
Candidate Update area details on cisi.org/candidateupdate
Why are hand-held calculators not allowed in CISI exam venues?
As part of exam security
What is the Chartered Institute for Securities & Investment passionately committed to enhancing?
Knowledge, skills, and integrity
What must practitioners ensure in response to changes affecting the industry?
That their knowledge is up to date
Where are CISI examinations used extensively to meet the requirements of government regulators?
By firms
Where is the workbook version and its importance mentioned?
At the end of the workbook
What should candidates keep informed about by regularly checking the CISI’s website?
Publication of new workbooks and any changes to examination dates
Why do candidates need to keep informed on changes in industry practice, economic conditions, legislation/regulations, technology, and various other factors?
Because these changes affect knowledge relevance
Prepare for the Chartered Institute for Securities & Investment’s Financial Planning and Advice examination with this learning workbook related to syllabus version 7. Covering exams from October 2023 to September 2024, this material is designed to support your study.
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