This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.
Money Marketing Cover

A-Z of Adviser Training Providers

  • Print
  • Comment


Click here for details of discounted study aids



Support for both individuals and companies working towards CII (R0, J0, CF, FA, IF) and IFS (CeFA, CeMAP) exams

  • Learning resources include: mock papers, calculation workbooks, study notes, audio masterclasses


Access available via the Money Marketing Academy. Click here for details.


  • Gap analysis and personal development system, designed to specifically address your areas of need
  • Self test your knowledge as you study
  • Access a range of exam level questions
  • Record your CPD activity


Speak to Mike on 01302 760 008 or email for further details.


Training Partner of the Chartered Insurance Institute and leading provider of:

  • 1 and 2 day revision programmes covering all R0, J0, AF and CF subject areas
  • Bespoke training for individual students of CII and IFS Level 4 qualifications
  • Complete support packages for firms – RDR, Leadership & Management, Training & Competence, Succession Planning and Business Transformation
  • Over 400 qualified trainers at your disposal throughout the UK



Created by expert financial planners and trainers to help you pass your exams through:

  • Online assessments
  • Tuition
  • Interactive discussions
  • Covers all CII Level 4 exams (J0 and R0 units)
  • Face-to-face and one-to-one telephone support available

GENIUS Material

T: 01189 406 226



Pass exams first time -  Make the most of your revision time - Retain the information you’ve learned!

Genius Material teaches you how to improve your study skills and knowledge retention by revising for your brain and learning type.

Training is accessible from your own home or office, and features a unique online revision calendar, eBook, training videos and weekly live online seminars.  The results are remarkable! 100% success for pilot group.


T: 01283 761 866


Training on:

  • CII Level 4 exam preparation, specifically pensions, taxation, protection
  • RDR business preparation including business processes, client segmentation, training of support staff


T: 01489 783953/07808 786532


Trainer with 13 years experience specialising in:

  • Preparation for Diploma level exams – CII, Calibrand, IFS
  • Technical training on IHT planning, trusts, business protection
  • Report writing for IHT and business protection


Discounts are available for bookings made through the Money Marketing Academy.  Click here for details.

T: 0845 680 7075



  • Online quiz packs and mock exams for the CII’s J0 and R0 exams

Jane Alford Associates

T: 07814 510 173



Experienced training consultant specialising in:

  • Exam Training – preparation for the majority of CII exams at CF, J0, R0 and AF Level
  • Technical training on:

Inheritance tax planning – background and basics, exemptions, transfers, IHT Planning Opportunities, Wills and Intestacy

Trusts – legal structure, trust creation, types of trust, reasons for creating a trust, duties of a trust, what’s in it for the client and the IFA

Trustee Investments – potential market and business opportunities, powers and duties of trustees, Trustee Act 2000, types of trust, taxation, suitable investments


Alistair MANN FPFS, Chartered Financial Planner

T: 01932 863 400


Training on:

  • technical subjects (risk analysis, pensions and trusts) for those who have their Level 4 diploma and wish to build on their knowledge and learn to apply it in a client setting
  • seminar selling skills


Discounts are available for bookings made through the Money Marketing Academy.  Click here for details.

T: 01253 732 298



Specialist financial services training from Ian Patterson, a Chartered Insurance Practitioner, qualified trainer and assessor.  Patterson Audio is the leading provider of audio material to the Financial Services Industry.

  • Audio titles offered cover the CII’s J0 and R0 exams


T: 01977 599854


Training on:

  • RDR exam preparation: Pension planning (R03, J04, J05), Investment Principles & Risk (R02)


T: 07890 582 915


Past experience in professional exam preparation and assessment

Delivered Diploma and Advanced Diploma training courses for the CII

Facilitated study groups

Training on:

  • All Diploma in Regulated Financial Planning Modules
  • All Diploma in Financial Planning modules apart from J07
  • Advanced Diploma AF1 taxation and trusts, AF3 pension planning
  • Preferred location London, South East and East Anglia

VERRIDIAN Financial Services Training


Discounts are available for bookings made through the Money Marketing Academy.  Click here for details.

Verridian Financial Services Training provides a range of specialist training solutions in the financial services market, with particular emphasis on helping advisers to the FSA’s benchmark QCA Level 4 Diploma qualification and beyond, as demanded of all financial advisers following the Retail Distribution Review.  Training solutions and materials include:

  • One-day face-to-face exam preparation days at regional venues
  • Virtual classrooms training programmes (in association with the CII)
  • Two-day Train the RDR Trainer courses for aspiring trainers
  • ‘Complete Solution’ remote learning packages available for both R06 and AF5 exams
  • Click here for free downloadable exam and learning guides
  • Print
  • Comment

Daily Email Updates
If you enjoyed this article, sign up to receive the latest news and analysis from Money Marketing.

The Money Marketing CPD Centre
Build your annual CPD - you can log and plan your CPD hours for free with The Money Marketing CPD Centre.

Taxbriefs Advantage
Advantage is a digital reference source giving unbiased, independent, answers to your technical queries. Subscribe to Taxbriefs Advantage.

Have your sayEdit my profile/screen name

You must sign in to make a comment

Fund Data

Editor's Pick


Do you agree with calls for a flat 30% rate of pensions tax relief?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments