CFP Module 2

No. This page supports study for Module 2 of the CISI Certified Financial Planner (CFP™) route. The CISI site lists CFP™ under its membership section, alongside the Statement of Professional Standing. Module 2 is one component of a wider programme, so confirm the full module structure, entry requirements and any exemptions with the CISI before you plan your study schedule.

The CISI homepage does not state a question count, duration or pass mark for Module 2, so no reliable figure can be given here. Rather than rely on numbers circulating in forums, check the current qualification specification and your booking confirmation. Treat any question count or time limit you see elsewhere as unverified until the CISI publishes it for your sitting.

This study page is structured around five domains: Financial Planning, Investment Planning, Retirement Planning, Estate Planning, and Tax and Regulatory Context. Expect questions that require you to apply planning logic rather than recall isolated definitions - for example, sequencing advice steps, selecting suitable solutions, and spotting where tax or regulatory constraints change the recommendation.

The common failure modes are predictable: memorising product features instead of practising client-scenario reasoning, neglecting the tax and regulatory domain because it feels dry, and skipping timed practice until the final week. Retirement and estate questions often hinge on precise sequencing and interaction between reliefs, so candidates who study domains in isolation tend to lose marks when topics are combined.

Start with Financial Planning to build the advice framework, then Tax and Regulatory Context, because it underpins the other three. Move to Investment Planning, then Retirement Planning, then Estate Planning, which draws on all the earlier material. Finish with mixed-topic timed practice rather than re-reading notes. The CISI Learning Platform and its CPD content are useful supplements between sessions.

Retake policy, any waiting period between attempts, and how long a pass remains valid are not published on the CISI homepage, so they cannot be stated here. These are administrative terms that change, so confirm them directly with CISI customer support or your booking documentation before you sit. Do not budget on the assumption of unlimited immediate resits.

Fees for Module 2 are not given on the CISI homepage. The site does link to a membership fee structure and to exam booking, and it advertises a Qualifications Navigator and learning materials for purchase. Use those official routes to obtain current pricing and to schedule at a time and location that suits you.

The CISI advertises CPD events, a Learning Platform with CPD credits, and its Annual Integrity Event 2026, which the site says takes place on 4 November 2026 and carries 1.25 hours of ethics CPD. That event is announced but not yet held. Treat CPD as breadth-building alongside structured syllabus study, not as a substitute for it.

No. This is independent study material written for candidates searching for the CISI CFP™ Module 2 exam. It is not produced, endorsed or approved by the Chartered Institute for Securities & Investment. Always treat the CISI's own qualification specification, booking terms and published guidance as authoritative, and use this page only as a revision aid.