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Courses & CPD for Financial Advisers

Improving Financial Services Advice through Education and Development

Helping you to become a focused and effective student by introducing our step-by-step proven study plans and a study schedule that students WANT to follow. Applying strategies that enable you to study less, learn more and pass your exam.

Expert Pensions will work with you to develop your study skills, identify your talents, motivate and strengthen the areas you need to develop

We are a revolution in education. We make the entire process of teaching and learning interesting, memorable and fun (we do try)!

  • Dedicated Experts with extensive knowledge of the exams we support
  • Tax, Pensions, Investments and Financial Planning – Experts on hand to answer your queries
  • Competitive prices and resources that come with the guarantee of years of experience and a history of superior quality
  • 85% of new clients that join our growing network have been recommended. This proves the level of service we provide and sets us apart from the competition
  • Our reputation is built on exceptional customer service. Come and join us and discover the difference we can make

We get to know you, We study with you, We share your goals, We help you pass!

Professional Proplanner Awards 2020 Winner

We are proud to have won this award in June 2020 for our training resource

Why Choose Expert Pensions?

Our Services

Expert Pensions Online Course

Advanced Level 6 Courses

Expert Pensions Online Course

Diploma Level 4 Courses

Expert Pensions Online Course

Professional Development (CPD)

Expert Pensions Online Course

Triage Services
(EP Educate)

Our Clients

AF7 – “Thank you so much to John and the team. You made learning interesting and interactive. I struggle reading and retaining material within the thick CII text books and so this course met my needs perfectly. Sharing ideas and queries with fellow students made me feel part of a team. The online group session was a wonderful bonus too!”

Michael Johns

LIBF PETR – “Passed my PETR exam which I am so pleased about. Using the AF7 course material and online workshop alongside the LIBF course was a big plus for the exam technique – thanks for providing something that works!! ”

Emma Crocker, DipFA Operations and Compliance Officer at MDG Chartered Financial Planners

AF1 – “You are brilliant and literally couldn’t have passed without the help on your site”.

Adam Payne DipFa, Financial Adviser

AF5 – “Thought I should let you know how I got on………Just got my result, with the help of your case study analysis, I passed the AF5 exam that I sat in April. That’s me now a Chartered Financial Planner! Your analysis was good, the bulk of the material being examined on the day. It was a great help. Thanks for your assistance and for your analysis being accurate! It was money well spent.”

Evan Duffus, Financial Planner, Acumen Financial Planning

R01 – “Thank you for your great materials. I passed RO1 Thursday 25th April after finally getting to grips with it, thanks to your materials. Therefore I have purchased RO4 and plan to work my way to chartered status with you. Thanks again, I am so glad for finding you on LinkedIn”

Ian Beswick, Pension Paraplanner

LIBF PETR – “I’ve just learned that I’ve passed the PETR paper with LIBF and wish to thank you for the brilliant case study analysis that you provided us with, which undoubtedly contributed to passing that exam”

Qais Hamza

AF5 – “Just to say that it was the first time I’ve used you and you were brilliant. Such a great study package and the support from the team was hugely valuable. My sincere thanks”

Gavin Murphy

AF1 and AF5 – “I cannot thank Expert Pensions enough, the course and forum were key to my success of passing both exams in one sitting. My tutor Tessa was absolutely fantastic, the advice she gave and feedback was second to none and thank you to all the other students on the forum who also really helped spur each other on and was such a wonderful community. I will no doubt be using them for my next advanced exam!”

Sasha Wakefield, Head of Paraplanning

AF7 – “The videos were well formatted and a good reference point when looking for clarity on past paper answers”.

Ryan Haskins

AF1 – “The content was brilliant, as this was my first AF I feel that I didn’t revise very efficiently but still got through it with a pass with solely Expert Pensions Revision Package”.

Ryan Caisley, Dip FA

AF5 – “Just a big Thank you !!!! I can honestly say Expert Pensions has made my exams so much easier. I work full time and have a energetic 5 year old so I love that the study plan tells me what to do and when so I can fit it into my life. Also, the way in which the subjects are taught ensures a good understanding of the subject – they understand that the journey is the part which makes you a good adviser going forward and its not all about the destination”.

Cassie Shaw, Skerrits Consultants

AF1 – “I have passed every exam I’ve taken whilst using Expert Pensions. The essential study notes, chapter questions, revision questions and mocks are all so helpful and absolutely key in helping me to pass. The quick responses from Tessa on the forum also help to resolve any additional questions. I will keep using EP for all exams until I’m chartered! Thank you so much!”

Simon Cahill

AF1  – “Fantastic way to learn, no doubt I would have fallen short without the structured study plan and all of the additional support that comes with it.”

Sebastian Rideout

AF8 – “I recently passed AF8 and would like to say THANK YOU to the team for your assistance, online course and friendliness during a CII experience which has improved me but I am pleased I will not have to re-live!”

Daniel Gould, Daly, Hoggett & Co.

AF7 – I just thought I’d let you know that I sat the CII AF7 paper on Monday 15th June as a pilot for them as they explore potentially moving to doing remote invigilation as an option for most of their papers. I believe there were 11 entrants and we all sat it online from our homes. I am delighted to inform you that I got my results this morning and passed. I just wanted to let you know I found your AF7 revision module invaluable and feel it was a large contributory factor in helping me pass.

Matt Millard DipPFS, CeMAP, Independent Financial Adviser, AF7

AF8 – “I received confirmation today that i have passed my latest assignment submission for AF8 and I have now passed all 3.  I am a corporate IFA, so my main work focus is on group policies, retirement planning is not something i have been too involved in, so I had my work cut out trying to achieve AF8. I had submitted assignment 1&2 unsuccessfully when I purchased Expert Pensions support.  I would not have passed without your help and cannot thank you enough.  I will not say it was easy; even with Expert Pensions aids, but I have learnt a lot and it has been very positive for both my career and my confidence when working with clients. Thanks again.”

Elizabeth Barker

AF7 – “I sat the pilot of the AF7 online session two weeks ago and today I received my results …… and have passed….yippee. I honestly can’t thank you enough for your helpful hints and tips, how to answer, how not to and your study plan and format.”

Claire Wright, Senior Advice Manager

AF7 – “I passed AF7 – thank you very much! EP got me the pass so I’ll be promoting your courses!”

Jo Connolly, The Compliance Partnership
AF1, R04, AF3 – “Just thought I’d shoot you an e-mail to say thanks, without trying to trivalise the achievements of others on the forum. As you really deserve the thanks and to know how useful your material is.
“For background, I graduated in 2014, and took up a graduate role in an investment review role in November 2014, where I was fast tracked through the R0 exams, completing them in around 5 months. My goal was then to get Fellowship within 17/18 months of starting. I had no support from work in relation to these exams, and it was solely down to my own research outside of work. I stumbled across your material, and everyone online praised it. So I thought why not, and took the plunge. Today I passed AF1, AF3 and J05.
My only knowledge of pensions, is the R04 book, R08 book, and your material. I’ve never worked in pensions.
You should have absolute confidence that your pension material is enough to pass those exams. I’ve not done any real around the subject reading. I know I’ve worked really hard for this, but I would not have passed that AF3 exam without your help.
I’m now in a position with 15 exam passes, after 13 months of study. Those big AF exams could not have been done without the help of the expert pension team. I’m just CF8, AF4 and AF5 short of Fellowship (or just AF5 if I cash in my law degree credits!!) – and probably one of the youngest in the country. Again, something that I would not have achieved without your support. “
Alex Kerslake

AF4 – “2 AF Exams sat this year, 2 AF exams passed. I find the structure and timetables invaluable. The course notes are great and videos very helpful. All round I’m delighted with Expert Pensions as they guide me towards chartered status. Will be using them for my AF5 exam next April for sure.”

Gareth Dee

AF1 – “Fantastic course and kept me in line with my study timetable. Would be great if you could create a AF2 course too! Thank you guys!”

Mark Brown

AF1 – “The structured learning process offered by Expert Pensions, alongside the input from the course tutor (Tessa) made the process of taking (and passing) the AF1 almost a pleasure rather than a chore. Just one exam to go now for Chartered, and guess whose course I’ll be following to get me through AF5?!”

Peter Wray

AF7 – “Thorough content prep and you did predict a fair bit of the question focus”

Tim Moore

AF1 – “Great videos, forum and written guide. Couldn’t have done this without your study plan.”

Lucy Williams

AF5 –  “Just brilliant! Great support and excellent study material has helped me achieve Chartered status. Without doubt I would recommend you to anyone studying for these exams.”

Julie Townsend

AF1 –  “Having achieved a positive result for AF1, this has now resulted in me obtaining Chartered Financial Planner status; something I couldn’t have done without the great support from John and the team.”

Ashley Baker

AF7 – “Great! Couldn’t have passed without the help you provided!”

Sasha Mitchell

AF5 – “Absolutely brilliant! I always perform better in exams when I get support from Expert Pensions. I always recommend EP to fellow candidates to maximise their chances of passing.”

Grant McEwan

AF4 – “Thank you for all your support. This exam has been my nemesis due to revision time required and work commitments. The study plan was digestible and helped to break down study time into manageable sections”

Hayley Millhouse

R06 – “Thanks to your case study analysis I am pleased to say that I passed and I truly don’t think I would have without your help.”

Hannah Rogers DipPFS Certs CII (MP & ER), Paraplanner, Fairstone Financial Management Limited

R06 – “I passed it without even reading the book thanks to your model answers.  The CII didnt notify me my results were ready but you guys did so thank you as the celebrations have now started!”

James Williamson, CF&IS
LIBF PETR – The content provided by Expert Pensions proved invaluable for what was a very demanding Level 6 course.
The technical knowledge was concise, and acted as a great complement to the LIBF online course provision, but it was the focus on how to approach the questions that made the difference. Thank you.
HE

AF5 : “This was the last unit I needed for my Advanced Diploma and I am now officially a Chartered Financial Planner. I have used Expert Pensions for nearly all of my advanced units and it is no exaggeration to say that I would not have passed any of them without enrolling on your courses.  They really are well designed, comprehensive and engaging courses. Please pass on my thanks to everyone at Expert Pensions”.

James Bacon, CFP

AF5 : “I passed AF5 today so thank you for your support. I am now at Chartered Status so no more AF exams for me :)   Your support with my final two over the past 12 months (AF5 and AF8) has certainly helped to get there – thank you”.

Stuart Basquil

AF4 – “Thank you all for setting up a world class support service and enabling me to get through this extremely tough exam journey by age 24.  A huge relief to say the least.”

Ryan Ford, Dip PFS, Cert PFS (DM) Investment/Paraplanning Support, Howe Maxted Financial Services

“R03” – Thank you so much again for your support materials – I have passed R03 today, which means I now qualify as a Chartered Financial Planner!  I passed the requisite AFs to qualify but was 5 pesky credits short, so did R03 this morning, having given myself three weeks to do the whole syllabus and sit the exam – could not have done it without you peeps!

Thank you all
Tracey Daniel CFPTM Certified Financial Planner Director, ACTA Planning

“AF4” – I would like to thank Expert Pensions for their study material and courses, although I may not have followed the study plan as you intended the content that you provided was concise to the point and easy to understand. I have now passed AF4, which gave me the credits to be Chartered and Fellow. I will recommend yourselves to my colleagues in future.

Callum Wallace, Your Content Goes Here

“AF4” – Just confirming that I managed to pass AF4 June sitting, was close as predicted, but the right side of close this time.  Thank you for the study content, I found the videos a really useful way of learning and the overall content got my mind focused on what to give time to, rather than wasting time in other areas as I probably did first time round. One more to go, to get chartered and fellowship!

Simon Hunter DipPFS Independent Financial Adviser, Oakbank Financial Services

‘PCIAM’ – I’m delighted to say that I passed PCIAM. The study material & support from Expert Pensions was good and it definitely helped me to get a pass result.

Martin McLernon
LIBF PETR – Just wanted to share my feedback with you – I sat and passed the LIBF PETR exam on the 9th December 2021 and found the material you provided absolutely invaluable. There is limited ‘Study Material’ provided by the LIBF as part of the course so this is the first time I have purchased additional study support and would definitely recommend yourselves to anyone else looking at this particular qualification.
Thanks again
Paul Miller

LIBF PETR – Following from my previous emails, despite of my lack of confidence, I passed the PETR exam. The Expert Pensions analysis was extremely helpful to my study and I’m sure the result would be different had I not had this.  I will definitely recommend Expert Pensions to others in future. Thanks for your support.

Jason Breslin, Breslin Financial Services

Just a quick note to let you know that I achieved a career goal this week and became a fellow of the PFS, couldn’t of done it without you guys!  Thanks so much for the excellent courses.

Christian

R06 – “Incredibly helpful and almost exact replica of actual exam. I would definitely recommend Expert Pensions and have already”

Melissa Orwell, Blevins Franks

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