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Your most popular courses

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 John […]

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AF4 Investment 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. Introducing Andrew Houghton, our Investment guru. An expert who knows […]

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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

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

AF5 – I Passed with 102! Thanks for all the EP team’s help! No doubt it made a big difference to my prep.

Ricky Chan, Director & Chartered Financial Planner, IFS Wealth & Pensions Ltd

AF7 – The main thing I got from the workshop was confidence. Confidence that I did know some of the subject matter. but more importantly I knew a lot more by the end of the course. John was an excellent teacher, able to explain things in a way that made sense…and the diagrams helped!

David McCrann, Financial Planning Consultant, Rumwell Financial Services

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My Journey to Chartered by Duncan Cook Chartered Financial Planner

Like many financial advisers, I have for some time, harboured an ambition to become a Chartered Financial Planner. I even went as far as ordering the CII AF3 (Pension Planning) workbook, more than once but never really got down to any meaningful study. There always seemed to be a valid reason to start some other […]

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Our AF8 Study Package is going to save you time, money and a whole lot of stress!

We’ve had a lot of enquiries about AF8 lately. The coursework consists of three written assignments, each between 2,500 and 3,000 words. A minimum of 50% must achieved on each assignment. The exam will test your ability to evaluate a clients’ personal and financial positions, and also the ability to formulate strategies for areas such […]

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