UK adviser exam prep
Pass your IAD or DipPFS with confidence.
Topic-specific MCQ practice with full explanations, an AI tutor that adapts to your weak topics, and timed exam-style mocks.
Example question
Under MiFID II, which of the following is NOT classified as a retail client by default?
How it works · 30-second tour
From sign-up to sat exam, in four steps
A quick look at the practice loop — pick an exam, drill weak topics, watch the mastery map fill in, then sit a real mock.
Practice modes
Three session formats. Pick what fits the day.
Daily drills build momentum. Chapter quizzes sharpen focus. Full mocks prove you are ready.
A 15-minute drill to keep things ticking over
Short, mixed-topic session for when you have a coffee break. Covers the full exam syllabus in miniature.
Focused practice on one topic
Drill the area you are currently studying. Tighter focus means sharper feedback on what you have learned and what still needs work.
The full exam experience
Timed, full-length mock that mirrors the real paper in length, pacing and difficulty mix. Runs under live exam conditions.
The system
Everything you need to pass. Nothing you don’t.
Built around the evidence on how adults actually learn complex regulated material.
Topic-specific practice
Drill into any syllabus area, from MiFID II to inheritance tax planning, with questions written by industry-qualified authors.
Spaced review
Questions you get wrong come back at the right intervals to cement understanding into long-term memory.
AI tutor on demand
An AI tutor built for CISI and CII exam prep. Ask any question, paste in one you got wrong, or ask for three more like it.
Study planning
Tell us your exam date and we build a realistic plan around your availability, adapting as you progress.
Why is my local-authority answer wrong on MiFID II?
Local authorities are retail clients by default under FCA rules. They can opt up to professional status but must pass the qualitative test and meet additional size conditions (COBS 3.5). Most do not.
AI tutor
A tutor that knows what you have got wrong this week.
Most platforms bolt on a generic chatbot. Sure Success pulls your active exam, weak topics and recent wrong answers into every reply, so the advice is about your practice, not somebody else’s.
- Built for the CISI IAD and CII DipPFS, answering in British English with specific FCA/COBS citations.
- Knows your active exam, your weak topics and your recent wrong answers. Replies are personalised, not generic.
- Ask a concept question, paste in an MCQ you got wrong, or request three practice questions on any topic.
- Every reply ends with a concrete next step: a drill, a worked example, or more questions.
Qualifications we cover
Built for the UK’s toughest advice exams.
Qualification
CISI Investment Advice Diploma
- Structure
- 3 papers
- For
- Trainee investment advisers, relationship managers
Qualification
CII Diploma in Regulated Financial Planning
- Structure
- 6 units
- For
- Financial advisers, paraplanners
Pricing
One exam at a time. No bundles, no commitment.
Start free, then subscribe per exam for less than the cost of a single resit fee.
Free
£0 / forever
Try the product with a taste of the question bank.
- A sample of practice questions
- Basic progress tracking
- One qualification of your choice
- Mobile and web access
Per exam
£14.99 / per month, per exam
Subscribe only to the exams you need — add or cancel any time.
- Unlimited questions on that exam
- Quick Test, Chapter Quiz and Full Mock sessions
- Spaced review tuned to your weak areas
- AI tutor on demand
- Readiness tracker and study planner
- Add more exams any time — £14.99 / month each
Cancel any subscription any time — cancellation takes effect at the end of the paid period. No card required for the free plan.
Exams covered
Every live unit is £14.99 / month
Units marked “coming soon” aren’t on sale yet — we only charge for question banks that exist.
CISI IAD
- CORE 1UK Regulation & Professional Integrity
- CORE 2Investment, Risk & Taxation
- OPTSecuritiesComing soon
- OPTFinancial Planning & Advice
CII DipPFS
- R01Financial Services, Regulation & Ethics
- R02Investment Principles & Risk
- R03Personal Taxation
- R04Pensions & Retirement Planning
- R05Financial Protection
R06 (Financial Planning Practice) is assessed by written case study, so it isn’t offered as a question bank.