Check your CISI Financial Plan Case Study before you submit
The Level 7 CISI Financial Plan Case Study takes ten weeks to write and twelve weeks to mark. Don't wait three months to learn you failed on a reversed sign or a figure that doesn't reconcile. Upload your plan and workbook and get a scorecard against every Learning Outcome in minutes.
Validated against a real assessor result — accurate on both passing and failing plans.
Most plans don't fail on judgement. They fail on mechanics.
Capable planners fail on things a human eye misses on page forty of a workbook:
- real returns applied against the wrong inflation figure
- a gilt return with the wrong sign
- tax computed on one income base and shown on another
- an appendix that doesn't reconcile to the plan body
- a recommendation that isn't costed
The assessor sees them. You find out twelve weeks later — with a reassessment fee.
A mock assessor you can run as often as you like
It recomputes your workbook instead of just reading it, then scores your plan against the six Learning Outcomes and the 51%-per-outcome, 65%-overall standard.
It names the exact criterion at risk — for example 4.2.1 (assumptions) or 4.3.5 (product application) — shows where in your document it sits, and gives you the corrected figure.
Fix, re-run, watch red outcomes turn green.
How it works
Upload
your plan (Word or PDF) and your workbook (Excel).
Get your scorecard
across all six Learning Outcomes, with every flagged criterion, the evidence, and the fix.
Re-run after every edit
— because changing one figure ripples through the whole plan, and it re-checks all of it in seconds.
It recomputes. It doesn't guess.
Deterministic core
recomputes tax, inflation coherence and cross-section reconciliation. No AI guesswork on numbers.
Mapped to the real rubric
every finding lands on a current CISI criterion, not a vague "improve this".
No false alarms
validated to pass the official example plan, so it won't red-flag good work.
Proven on a real result
On a real failed second submission it flagged the same areas the assessor did, and correctly passed the one they passed. On the CISI example plan it returned a clean pass.
Same engine, opposite verdicts, both right.
Cheaper than resubmitting. Faster than twelve weeks of waiting.