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"Unfortunately I failed the AF5 exam at the first attempt. Wish I had met you sooner - flew through it the second time. 105 marks when I needed 88. Thanks again!"
Alex, IFA Somerset


"RO6 was my first non multi choice exam for years and I was worried. But I needn't have been, your solution was spot on. Just one more paper before I get my Diploma."
Alexis, Birmingham



"Thanks to you all at CSI Training. I have passed the AF5 - please hurry and start running your courses for the other AF papers!"
Nick, Paraplanner, Bridgend




We are a group of Chartered Financial Planners who have taken (and passed) these exams and became frustrated with the lack of suitable study material available to assist with the revision process. Between us, we are offering this service purely as an aid to RO6 and AF5 examination candidates as cost effectively as possible. This service will be extended to cover other exam subjects in the coming weeks. Watch this space. Feel free to feed back what you want from us next.

We support the CII AF5 and RO6 exams and set up this business to support financial advisers through the new exam requirements brought on by the Retail Distribution Review (RDR), and beyond.

We know many candidates have found some of the study material provided for the RO6 and AF5 exams either too long winded, or in the case of AF5, nonexistent. There is a need to provide a simple, easily understood exam guide - specific to the exam you are about to take.

This is exactly what we provide, an exam guide tailored to the fact find/case studies you will use in the exam, providing you with the very best opportunity to pass the exam first time.

Remember that when it comes to RO6 and AF5 exams, our Chartered Financial Planners have been there, done it, but didn't bother with the T shirt. They know what it takes to pass, and, on your behalf, they will analyse the case studies you receive two weeks before the date of the exam. We will then provide you with a list of questions likely to be asked of you in the examination room. More importantly, you will also receive the answers to go with those questions.

With the range of study options available, including on-line technical assistance and face to face training across the country, we will help you study in a way that best suits you and your requirements.

See the specific AF5 and RO6 pages for further details on what we are able to provide for you.