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Sharing your earned badges….

As you might already know throughout your Structured Study Plan you will earn a badge for two reasons:

  1. Passing your quiz on each module
  2. Uploading your assignment and then completing the module.

What can you do with these badges?

Did you know any badge you earn can be shared with your social media profiles?

To share your success – all you need to do is the follow these steps below:

  1. Go to and select create account. Credly is the programme you will use to store and share your badges we give to you through each achievement. 
  2. Using your email address that you used to sign up on your expert pensions account, then follow the step by step guides to set up your profile. 
  3. Back at expert pensions site log in with your email address and begin your course.Complete an action that will give you a badge ; pass a quiz or load-up your assignment
  4. When you pass a quiz you will be told congratulations you have passed and you will then see you badge appear to the right hand side under achievements. (You will also see your points number go up) this means you have earned a badge.  
  5. If you hover your mouse over the badge it will show an arrow appear. Select this arrow 
  6. There will then be a pop up message asking: ‘would you like to share this badge with your Credly account? ‘ You select yes. 
  7. Once you select yes share- that means it will be sent to the account you have registered with Credly under that email address. You will also get an email to confirm you have shared your badge. You can then go back to your Credly profile and under ‘My Credit’ go to your ‘Earned’ tab inbox. 
  8. Here is where you can accept the badge that has been shared with your Credly account. Once accepted it will go into your ‘All’ folder. 
  9. If you go into your All folder and click your mouse over the badge there will be three options that come up- the eyeball (which you can make your badge private) the bin(which you can use to delete your badge)and then the last one which is three dots is your share option. Click this one.
  10. Then you will get a list of all social media profiles you can share this badge onto. One you select the chosen social media it will ask you to log into your account and then share the badge.

Get yourself registered and share these badges on your LinkedIn profiles.

Good Luck

If you need a hand – please just email me:

Emma the EPL IT guru (according to Gayle, at least…)


12 thoughts on “5 tips for calculating annual allowance

  1. Great article, I was thinking along these lines as well.

    One question though, is it possible to pass AF5 without having done AF1 or AF2, just AF3 and AF4?

    Would there not be quite large knowledge gaps?


  2. Yes it is possible, if you understand the AF5 exam.

    1. Thanks John

  3. I was braced to buy into your full AF3 package (starting in Jan 17) but the changes have got me thinking. Shorter term, I want to be able to transact pension transfers (sooner rather than later actually); longer term, I want to get to Chartered but no huge rush.

    Diploma is all in place (incl R04 and R08), also PMI Auto Enrolment exam.

    Should I just crack on as planned or hold off for the new exam in July……

    It would be unfair to ask you for an answer but what factors should shape my decision making?

  4. Graham,

    If I was you – I’d maybe try the AF3 in April? It’ll be great prep for the AF7….and even when you pass the AF3 in April, I know you’ll want to have a go at the AF7?

    Buy a package that gives you access to AF3 and AF7 over 12 months?
    Who’ll be doing that come 1 December 2016?

  5. Come back and see us on 1 December for a look at the options.
    But, seriously, if the permissions is what you are after – then get started asap; don’t think sitting AF7 means you’ll pass?

    Start getting prepared asap.
    2017 = pension permissions and sooner rather than later, means giving AF3 a shot, with AF7 on the horizon ….

  6. Thanks John. Okay count me in, I shall be in touch on 1 December.

  7. As ever, John’s encouraging comments to help Graham were spot on: likewise the resulting good intent of Graham.

    Too little supply by advisers, too great a demand and good advice needed out there for DB holders means many a financial planner should up their game and cease the opportunity to help the public while the going is good.

  8. Do I have time to register and sit AF3 by the April Deadline?

    1. Very unlikely – not impossible, but a lot of work.

  9. Hi John

    I am Diploma level 4 but want to get licenced for pension transfers and to be honest understand them better too. What single exam could I take to do this through the IFS or should I take a combination or wait until 2018 exams set up?

  10. Neil, you can do this through the iFS AwPETR exam ….but, that is now closed for June – next exam is December.

    The AF7 in October (CII) is the next chance..

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