CF8
Long-term care advice
Choose CF8 if your pathway requires knowledge of long-term care products, UK care funding, legal issues, taxation and suitable client advice.
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R01, R02, R03 and R04 use standard and multiple-response questions, R05 uses standard single-answer questions, CF8 combines standalone questions with case studies, J02, J05 and J07 are written short-answer examinations, and AF6 and AF8 are assessed by three coursework assignments.
| Unit | Official assessment | Duration | Pass mark | Level / credits | Study hours |
|---|---|---|---|---|---|
| CF8 Long Term Care Insurance | 75 multiple-choice questions: 50 standalone questions plus 5 case studies with 5 questions each | 120 minutes | 70% | Level 3 / 15 credits | 70 hours |
| R01 Financial Services, Regulation and Ethics | 100 multiple-choice questions: 87 standard format and 13 multiple-response format | 120 minutes | 65% | Level 4 / 20 credits | 60 hours |
| R02 Investment Principles and Risk | 100 multiple-choice questions: 72 standard format and 28 multiple-response format | 120 minutes | 65% | Level 4 / 20 credits | 60 hours |
| R03 Personal Taxation | 50 multiple-choice questions: 39 standard format and 11 multiple-response format | 60 minutes | 65% | Level 4 / 10 credits | 50 hours |
| R04 Pensions and Retirement Planning | 50 multiple-choice questions: 39 standard format and 11 multiple-response format | 60 minutes | 65% | Level 4 / 10 credits | 50 hours |
| R05 Financial Protection | 50 standard single-answer multiple-choice questions | 60 minutes | 70% | Level 3 / 10 credits | 50 hours |
| AF8 Retirement Income Planning | Three written coursework assignments, each typically 2,000–3,000 words | 12-month enrolment; assignments due at approximately months 3, 6 and 9 | 50% | Level 6 / 30 credits | 150 hours |
| AF6 Senior Management and Supervision | Three written coursework assignments, each typically 2,000–3,000 words | 12-month enrolment; assignments due at approximately months 3, 6 and 9 | 50% | Level 6 / 30 credits | 150 hours |
| J02 Trusts | Written short-answer questions | 120 minutes | 55% | Level 4 / 20 credits | 100 hours |
| J05 Pension Income Options | Written short-answer questions | 120 minutes | 55% | Level 4 / 20 credits | 100 hours |
| J07 Supervision in a Regulated Environment | 15 compulsory written short-answer questions carrying 130 marks | 120 minutes | 55% | Level 4 / 20 credits | 100 hours |
Prepare for the 75-question CII CF8 assessment with focused coverage of UK care funding, long-term care products, legal issues, taxation and client advice.
Prepare for the 100-question CII R01 assessment with focused coverage of UK financial services, FCA regulation, advice, Consumer Duty and professional ethics.
Prepare for the 100-question CII R02 assessment with focused coverage of asset classes, economics, investment theory, risk, products, advice, planning and performance.
Prepare for the 50-question CII R03 assessment with focused 2025/26 coverage of income tax, NICs, CGT, IHT, residence, transaction taxes, investment taxation and tax planning.
Prepare for the 50-question CII R04 assessment with focused 2025/26 coverage of pension taxation, regulation, DB and DC schemes, benefit options, State provision and applied retirement advice.
Prepare for the 50-question CII R05 assessment with focused 2025/26 coverage of life assurance, income protection, critical illness, care, taxation, State benefits and suitable personal and business protection.
Prepare for the three CII AF8 Retirement Income Planning assignments with source-grounded study tools, client fact-find analysis and scenario-based coursework-planning practice.
Prepare for the three CII AF6 assignments with source-grounded study tools covering regulation, risk, supervision, competence governance, leadership and culture.
Build the legal, taxation and planning knowledge needed for the two-hour CII J02 written short-answer examination.
Build the technical and advisory knowledge needed for the two-hour CII J05 written short-answer examination.
Prepare for the two-hour CII J07 written short-answer exam across supervision, leadership, communication, learning, regulation, management information and employment law.
CF8
Choose CF8 if your pathway requires knowledge of long-term care products, UK care funding, legal issues, taxation and suitable client advice.
J02
Choose J02 if you need deeper knowledge of trust creation, administration, powers of attorney, wills, bankruptcy and trust taxation.
J05
Choose J05 if your work or qualification path requires knowledge of annuities, flexible benefits, phased retirement, regulation and retirement-income advice.