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EP ‘Flipped’ Workshops: Doing the doing

Our workshop spaces are being booked up fast ๐Ÿ™‚

(…but, we’ve added an additional date for AF5…)

Face to face learning can be a great way to get yourself exam ready and put your studying into practice.

In all our workshops, our ‘flipped’ classroom approach is used to compliment your online course: what does that mean?

”Flipped classroom”ย delivers and expects your learning to be done outside of the classroom.

We expect you to have completed your online learning – completed your assignments, completed your quizzes and completed your on-line course.

Our workshops set out to compliment and build on the studying you have completed during the Structured Study Plan. It is not about us standing up and relaying the facts and figures and going over the study syllabus with you….again.

Don’t come on an EP workshop if you expect us to revise the syllabus (and we’ll take any cancellations for those on the waiting list…).

EP workshops are about application of your knowledge.

Getting you involved in building case-study solutions.

We use case study scenarios to bring to life the knowledge you have learned and how to put that into practice – learning how to critically evaluate the case study and solve the client scenario.

Our workshops are all about application.

They are all about the part that most people don’t do or don’t know how to do: how to apply your knowledge into the exam case studies.

The more prepared you are, the more you will get out of the workshop: the better chance you have of passing the exam.

Hope your studies are going well and good luck.

Gayle and the EPL Team



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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