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About JAA

JAA trainers are professional learning and development consultants who have years of financial services experience and in particular with CII exam training. The trainer of each exam will be an exam specific professional having passed that particular exam or the advanced equivalent of it.

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We provide support for the following qualifications
  • Certificate in Financial Planning
  • Diploma in Financial Planning
  • Diploma in Regulated Financial Planning
    • Including in-depth case study analysis for R06
  • Advanced Diploma in Financial Planning
    • Including in-depth fact find analysis for AF5
  • ifs Level 4 Diploma for Financial Advisers: Unit 2 – Advanced Financial Advice


Jane Alford

Jane Alford BA (Hons), FPFS, ACII, Chartered Insurer

Jane has worked in the financial services industry for over 20 years. She has a degree in banking, insurance and risk management, is a Chartered Insurer, a Fellow of the Personal Finance Society and also holds associate membership of the CII. This demonstrates her commitment to best practice, customer service and ethical behaviour.

She has worked for major life companies as a regional and national trainer and as a technical consultant delivering technical subjects and exam workshops to IFAs as well as support staff and internal staff. As well as designing and delivering face to face training she has also developed online training packages on a number of technical subjects including CII modules.


“Jane was introduced to me when I was studying for JO2 and she was an enormous help. Her knowledge is excellent and, with her help, I passed the exam on the first sitting. Jane has since helped me with AF5 and her analysis of the fact find and attention to detail meant that there were no surprises in the exam. I would recommend Jane to anyone looking for that extra support in getting through these exams. I have no doubt that she could make the difference between a pass or a fail.”

Jacqueline Moore BA (Hons) Financial Services, Dip PFS
Independent Financial Adviser,
Radcliffe IFA

"In business there is all too often too little time; it was therefore refreshing to note that Jane makes time count with her students, with the effect that seemingly complex learning points come crystal clear."

Will Molony Dip PFS
Honister Partners

“I met Jane whilst studying for the AFPC exams – with her help I got through G10 and G20 first time and would thoroughly recommend her to anyone now studying for the R0 exams – she makes tax interesting!”

Andrew Connelly
Globe Independent Financial Advisers

“Hi Jane, just to let you know I passed JO1! I found the exam hard so your session and material will have made all the difference.”

Rebecca Woodley,
Financial Planning Consultant,
Alpha Financial Associates Ltd

“Jane is one of the most knowledgeable technical trainers I have ever known. Her knowledge is superior and contemporary yet she is able to put topics into context and explain well. She has excellent training skills and has that natural and yet often rare talent of being able to articulate information so that her learners can understand well. Jane is highly professional and committed to her work. I would dearly love to work with Jane again and would highly recommend her and her work. A valuable asset.”

Tracy Harding
Sales Training Consultant,
Scottish Life

“Jane is an excellent presenter, very knowledgeable with a nice calm manner, especially when explaining difficult topics.”

Paula Weddell
Senior Account Manager, Strategic Partners,

“I found the J01 session run by you to be extremely good. I had been on a separate course with a specialist company but found your course better.”

Neil Tilley,
Openwork Market Solutions

“You were specifically nominated as our number 1 trainer!”

Stephen Daykin,
Coop IFA

“Jane was recommended to me as someone who could help with revision sessions for CII exams. With her help i got through G10 and G20 first time. Not only is Jane's technical knowledge excellent but she also manages to explain complex points in an easy to understand way.”

Peter Matthews
Jelf Group PLC

R06 training day - “Jane was great fun, highly knowledgeable and made the day enjoyable too.”

Andy Wright
Zen Financial Services