top of page

How to Study Less & Pass More

10 tips & strategies for passing exams in financial planning.

NextGen Planners Academy

Are you tired of spending endless hours buried in textbooks and study guides? Do you wish there was a way to fast-track your journey toward exam success as a financial planner?

We often think that by studying more and spending more time revising towards the Financial Planning Diploma exams, we can pass more exams. However, there is much more to think about when it comes to passing exams, from your lifestyle through to your techniques.

In this short post, we'll explore 10 strategies and tips to help you pass more of your Financial Planning Diploma exams faster whilst, studying less.

1. Effective Study Techniques

In the NextGen Planners Academy, we emphasise the importance of effective study techniques. Instead of passively reading through materials, engage in active learning. Take concise notes, create flashcards, and use mnemonic devices to aid memory retention. This not only reduces the time required for studying but also enhances your understanding of the subject matter.

2. Structured Study Plans

A well-structured study plan is your roadmap to success. Break down your study materials into manageable sections and allocate specific time slots for each. With the guidance of our experienced instructors, you can create personalised study plans tailored to your learning style and the exam's content.

3. Mock Exams and Practice Tests

Practice makes perfect. Take advantage of the extensive collection of mock exams and practice tests that are out there (psst.. we have lots in the NextGen Planners Academy!). These resources not only help you gauge your preparedness but also familiarise you with the exam format and time constraints. By regularly simulating exam conditions, you'll become more efficient at answering questions.

4. Utilise Technology

Incorporate technology into your study routine. Explore digital resources, online forums, and educational apps that can streamline your learning process. Academies like ours provide access to cutting-edge tools and platforms to enhance your exam preparation.

5. Seek Guidance from Experts

One of the things that stands out as most helpful for those studying is the mentorship and guidance provided by experienced financial planning professionals. Don't hesitate to reach out to instructors, peers or fellow students for clarification on complex topics. Their insights can save you valuable study time and they can also help you with any gaps you may have in your knowledge.

6. Maintain a Healthy Lifestyle

Don't underestimate the impact of a healthy lifestyle on your exam performance. Adequate sleep, regular exercise, and a balanced diet can boost your cognitive function and help you stay focused during study sessions. A healthy body supports a sharp mind.

7. Review and Adapt

Continuously review your progress and adapt your study strategies accordingly. If certain methods aren't yielding results, be open to trying new approaches. Our Academy encourages a growth mindset, and our instructors are here to help you refine your study techniques.

8. Stay Organised

Time management and organisation are crucial. Use planners, calendars, or digital tools to keep track of your study schedule and deadlines. Staying organised ensures you make the most of your available time.

9. Stay Calm and Confident

Exam anxiety can be counterproductive. Develop relaxation techniques and mindfulness practices to stay calm during the exam. Trust in the knowledge and skills you've gained through your active learning and remain pragmatic. What's the worst that can happen?

"What's the worst that can happen?"

10. Believe in Yourself

Last but not least, believe in yourself and your abilities. A positive mindset can significantly impact your exam success. Visualise your achievement and stay motivated throughout your journey.


In conclusion, passing exams faster in less time is not just about studying harder; it's about studying smarter and as part of a healthy, balanced lifestyle.

With the support and resources provided by NextGen Planners Academy, you can optimise your exam preparation and accelerate your path to success in the world of financial planning.

By adopting effective study techniques, seeking guidance from experts, and maintaining a healthy balance in your life, you'll be well on your way to achieving your goals.


Find out more about the NextGen Planners Academy below:

bottom of page