Certificate in Pension Trusteeship

Certificate in Pension Trusteeship (CPT qualification) will give those people wishing to become Accredited Trustees the necessary qualification to prove their knowledge, and their application of this knowledge, in their role as a Accredited Trustee.

There is no formal study material for this exam, however, we do offer some suggested, further reading and also some sample questions and answers to give a sense of what kind of questions you could expect to answer.

The qualification will be assessed by:

• Unit 1 - Professional Trusteeship: a multiple-choice exam of 60 questions, lasting 90 minutes, and;
• Unit 2 - Soft Skills: a multiple-choice exam of 60 questions, lasting 90 minutes.

These two units are 'stand alone' and can be taken independently of each other.

It is noted that 'Soft Skills' will not always give a definitive single correct answer.  It is for this purpose (as you will see in the sample questions), that, in some cases, there may be more than one correct answer, and it is only fair through assessment, that we recognise that. However, please note that only one correct answer needs to be selected to achieve full marks for the particular question, even if there are two correct answers within the question.

Those learners already holding the Award In Pension Trusteeship (APT), or its equivalent, will be exempt from sitting Unit 1, and any of those previously passed qualifications will count towards the final certificate as having completed Unit 1 through Recognition of Prior Learning (RPL).

You will automatically be issued with a Unit Credit Certificate for either or both Units of this qualification.

Please note: To sit this qualification, you must be at least a Student member of the PMI. 

You do not have to apply for a PMI membership separately as the applicable membership price (if required) will be added to you cart when registering for the exam.

For new students or former students returning to the PMI the student membership fee will be £185 and will be valid until 31st August 2026.

Existing student members will not be charged a membership fee at point of exam enrolment but will be invited to renew their membership in 2026.

All active PMI Trustee Group members will receive complimentary student membership.

Please get in touch with membership to have this activated before enrolling onto the qualification.

*please check the 'Useful Resources' section for all confirmed CPT Unit 2 2025 & 2026 exam dates*