Courses & CPD for Financial Advisers

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”

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!”

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

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”.

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”.

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!”

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.”

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!”

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.

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.”

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.”

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

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. “

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.”

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!”

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?!”

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

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

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.”

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.”

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

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.”

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”

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”.

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”.

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.”

“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

“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.

“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!

‘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.

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

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.

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.