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AF7 Pension Transfers

Structured Study Plan We can’t squeeze any more into the comprehensive study support and structured plan that we have put together for you. There is nothing in the UK market which offers everything in one place under one plan. You have a personal tutors guiding you all the way. Introducing our Pension guru’s John Reynolds, […]

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AF4 Investment Planning

Structured Study Plan We can’t squeeze any more into the comprehensive study support and structured plan that we have put together for you. There is nothing in the UK market which offers everything in one place under one plan. You have a personal tutor guiding you all the way. Introducing Michael Pashley, our Investment Rockstar. […]

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AF1 Personal Tax and Trust Planning

Structured Study Plan A comprehensive study support and structured plan that we have put together for you. There is nothing in the UK market which offers all of this in one place under one plan. You have a personal tutor guiding you all the way. An expert who knows the exam and works very closely […]

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What our customers say

AF4 – Lots of knowledge gained from Michael. I find learning so much easier when I can ask questions and interact with somebody. We went through the core topics in detail and he explained things really well.

Annabelle Mason, Executive Sales Consultant, Royal London Group

AF7 – Once again – EP is brilliant! I have now passed 5 advanced CII papers in 6 sittings. And for every sitting I am yet to open a Cii book, I’ve passed using just EP’s materials. Thank you again!

Ryan Steward, Financial Planner, Aviva Financial Advice

AF3/7 – I think the preparation and materials are excellent. Not enough space here to to do you justice. Even when you are studying on your own in the library you feel as though you have company!! Notes/ forum/ tips/ mocks/ videos/ quiz/ team and John contact. Brilliant!

Craig Ferguson, Director, Leven Wealth Managment

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Latest Blog Posts

What Qualifications do I need to be a Financial Adviser? By Michael Pashley

If you’re reading this, you may be considering a change in career.  Congratulations on taking the first step. We can see why you’d consider becoming a financial adviser: the freedom and flexibility to work from home, choose your own hours, and realise true job satisfaction by helping your clients achieve their financial goals. If this […]

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What are CII Qualifications? By Michael Pashley

What is the CII? The Chartered Insurance Institute (CII) is a professional body for the financial planning and insurance industries, with global network of over 100,000 members in 150 countries. The financial planning division of the CII is called the Personal Finance Society (PFS) [1]. Within the financial planning industry, “CII” and “PFS” are often used […]

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Is AF8 right for you? Are you sure? by John Reynolds

The AF8  exam is demanding: it’s all about how to actively and skilfully analyse and apply your knowledge into a client case study. You need the ability to actively analyse, evaluate and apply information gathered from, or generated by, observation, experience, reflection, reasoning or communication with your clients. You know that our world of work […]

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