Expert Pensions map your journey to Chartered Financial Planner status

How do you get to Chartered Financial Planner status?
We know your diary is the first challenge; it’s finding time to do the study. And we are here to ensure the limited time you have to study is used in the best possible way: we map out the journey right to the finish line.

  • Structure
  • Blended learning
  • Results

10 Reasons to choose Expert Pensions

Video Tutorials40,000+

Video Tutorials played each month

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Online access from any device.

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Interactive Webinars

iconholder"Accurate MI Reports

Activity Tracked

iconholder"F2F Workshops

1,2,3 & 4 day

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Weekly study plans

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Structured, Certified and recorded

iconholder"Corporate Licenses

Built for you

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Group forums and discussion

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Quiz questions, assignments and mock exams


Another reason to choose Expert Pensions…

We’ve got a successful track record getting advisers to chartered. Just take a look at our latest exam results…


Live data from Expert Pensions

Activities completed within the last 30 days

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Are you looking for the secret sauce for success in the AF exams? I’m afraid it’s not here – there is no secret. It’s ALL about doing the doing. There are three activities which have a big impact on your exam success and how effectively you study:

1. Use the video tutorials to help you learn more effectively: watching and listening is MUCH more effective than just reading.
2. Use the quiz questions to test your knowledge of key facts and information needed to solve problems.
3. Practicing your ability to apply your knowledge into an exam-style question every week.

These three activities decide whether you pass or fail.

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Our courses are CPD Accredited!