Overview

The programme is split into two days. The first study day is timed to be attended a month before the exam. It is designed to help you do several things. Firstly, understand the exam’s format and how best to approach and study this unique exam. Secondly, you will learn about the importance of each stage of the sales process and the key issues the CII attaches to each stage. You’ll come away will a full understanding of all the generic issues and processes you’ll need for the exam

The second day is timed to be attended in between the case studies being issued by the CII and the actual exam date. As a result the day will be spent helping you analysis the client’s current situation, assessing it against their aims and objectives, and creating solutions and appropriate recommendations to meet their specific needs. We will also give you guidance on the best way to demonstrate your knowledge and understanding to the examiner. 

This two day programme is packed with everything you will need to cement the hard study you have been doing to ensure exam success. 

Who will benefit?

Anybody who is planning to take the JO8 Financial Planning Practice exam and requires help and support with the generic issues and an understanding the 2 case studies and model answers to potential questions.

Your Investment

This programme provides 12 months learning and support, including:

• Pre workshop study checklist
• Two separate one day interactive workshops, including lunch and refreshments
• Full access to Illuminate Development's online learning forums to raise questions or concerns to be answered by subject matter experts

The cost of this programme is just £350 plus VAT per person.

Course Availability