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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 John […]
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 […]
AF1 Personal Tax and Trust Planning
AF1 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 […]
Latest Blog Posts
When you fail to read the question properly in the Exam – AF4 April 2019 Question 1(C)
Rule #1 – Don’t get caught short ‘It’s okay to invest because I can always get my money back if I want it’. Or so the theory goes. It’s a generally accepted rule in financial planning that anyone committing to a market-linked investment should generally be prepared to do so for at least a […]
5 things to watch when setting up an LPA – useful CPD for anyone studying AF1
Maximise your study time Revision and exam time can be a stressful affair. There are no magic spells or powerful potion books. The best we can do is to equip students in a way to boost your memory, maximise your concentration and fan the fire of your studying motivation: https://www.ftadviser.com/your-industry/2019/09/10/five-things-to-watch-out-for-when-setting-up-an-lpa/
Understanding and Answering an AF7 April 2019 Exam Question
Revision Study Tip Question 3 of the April 2019 asked you to explain why the client (in this case, Dennis) was unable to benefit from any currently available form of transitional protection. This one has come up previously, in the October 2017 sitting. There is every prospect of it coming up again. The syllabus requires […]