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Study Catch up…

Just joined our Structured Study Plan and worried about catching up?

Note – The details below refer to AF3 modules but you can catch up with AF1 and AF4 using the same structure.

I have devised a plan to help you catch up but it is entirely up to you how you manage your diary and find time for your studies…

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When you log into your account you will have access to the full Essential Study Notes and Workbook for the whole course and have immediate access to Module 1,2 & 3.  The Structured Study Plan started on 9th January and we are currently on week 3.

We have a recording of our welcome webinar available on an earlier blog and this will give you full details of the structured study plan and how to get the most from your study materials.

Remember to register for the weekly webinars to discuss your assignments (AF3 & AF4)

You can view any missed weekly webinars in the pensions forum which you have access to.

I would suggest starting with Module 2 as we are going through the model answer for the assignment on the live webinar on Friday at 12 so if you can complete the assignment for this before Friday that would make it relevant and in the same time frame as other learners.

Then move onto Primary and Individual Protection (Module 3) and at least get a read of the notes by Friday as we will introduce the assignment for this on Friday’s webinar to get you ready to complete this over the weekend and upload on Sunday evening.

Then next week pick up Module 1 alongside studying Module 4 (Tax Free Cash)….and that will get you on course from there.

Good Luck

Gayle and the EPL Team

18 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?

    Regards

  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..

  11. John, I’ve just done my AF1 and AF5, hoping for positive results in June to add to my AF4 and AF6 and complete my level 6. I too am looking to get the pension transfer specialism, but have been a bit put off AF3 by its hideous c 35% pass rate over the last two years. What would you suggest for a route? I was thinking of going down the IFS road due to the part coursework assessment and lower pass mark, plus the fact that I’m a bit wary of sitting a brand new exam with no past exam guides to provide a reliable guide on content. What do you think?

    1. Hi Andrew.
      The iFS AwPETR is a great little exam. The next intake is August for the exam in December.

      The AF7 is going to be very similar to the iFS: lots of critical evaluation and critical analysis AND some good strong technical questions.
      It’s going to be a great little exam.

      The first sitting is on 10th October.

      Why don’t you do both?

  12. Truthfully, I’m not sure I want to bother sitting two exams which are effectively a duplicate of one another as there’s unlikely to be any practical benefit. Would rather just pick the best bet and get it done. Which was why I was thinking IFS as the pass mark is lower and there are (I assume) past papers to go off. Do you have any idea of the approximate pass rates for the IFS one – they don’t appear to publish them like the CII do.

    1. Indeed.
      It depends how important it is for you. I’ve seen a few people ‘double-up’ to give them a double chance.

      There are no pass rates issued by iFS, nor any past papers (apart from the odd exemplar) – and the pass mark is low to mirror a more academic marking schedule. I’d forget that: a pass is a pass.

      The absolute key thing you need to pass the iFS AwPETR exam is an ability to critically evaluate and analyse a pension transfer – across the whole syllabus…

      Good luck, Andrew.

  13. HI John

    im bit confused here. i hold a MSc in Finance. Please let me know where should i start. Do I need to complete the Diploma and Advanced Diploma both prior to the charted status?? sorry if i sound stupid..

    1. Ravin

      email me at this address and let me know how many financial services exams you have sat?
      hello@expertpensions.co.uk

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