Route to Chartered

What can Expert Pensions Offer to support the Investment learning journey Part 4 by Michael Pashley

What we offer to support investment learning journey

R02 : If you’re studying R02 purely on its own, we provide an R02 package which includes access to our online investment forum, essential study notes (ESN), and mock exams. Our AF4 material also covers the full R02 syllabus.

J10 : We do not provide any specific J10 material at this time, although our AF4 material covers the full J10 syllabus.

AF4 : We provide a full, comprehensive range of products for AF4 available separately or as a package. In fact, a number of different packages are available to suit your needs and your budget. Our most popular package is our AF4 Structured Study Plan, which provides access to our online investment forum, essential study notes (ESN), workbooks, video tutorials, quizzes, live webinars, structured CPD, mock exams, and more. This is priced at £325+VAT. There is also a range of live two and three-day face-to-face and virtual workshops available at an additional cost of £250 per day plus VAT (face-to-face) or £125 per day plus VAT (virtual).

PCIAM : Our PCIAM support is an “expansion pack” provided at no additional cost to our AF4 candidates, as part of the AF4 structured study package. The “expansion pack” features an additional ESN module, mock exams and an optional three-day virtual workshop – one day for each section of the PCIAM exam. The workshop takes place shortly before the PCIAM exam, and is priced at £125 per day plus VAT.

Expert Pensions: About your Investment Trainer
Based in Scotland, Michael Pashley is an investment and pension planning technician, financial services trainer, and financial adviser. His career-to-date has seen him work with some of the biggest brands in our profession, including Prudential, Retirement Advantage, and Origen Financial Services. He is a veteran of all four of the key investment exams detailed in this article, as well as a Chartered Financial Planner, PFS Associate (Fellowship pending) and full Member of the CISI.

Customer Reviews for Michael
“Michael is an absolutely fantastic trainer, he’s knowledgeable, he loves his subject and he is so committed and enthusiastic about sharing his knowledge and he does it with a healthy dose of humour, he is to investment training what John is to Pensions training, they are both without doubt the most professional, knowledgeable and enthusiastic trainers I have ever worked with in my 27 years of working in financial services. The courses are well structured and thought out with something for everybody and so many different ways to access the learning, video, assignments, access to additional reading materials”.
Duncan Cook DipPFS
Financial Planner, Lynas Vokes Investments Ltd

“If you want a brilliant coach who can simply explain and convey the technical content of Advanced CII Diploma subjects then Michael Pashley is your man. Michael makes learning enjoyable”.
Charlie Brown APFS, Chartered Financial Planner
Director, Gatehouse IFA Ltd

“Delighted to have passed CISI PCIAM! A massive thank you to Michael Pashley APFS, CertPFS(DM), MCSI and everyone over at Expert Pensions for all of their help and training”.
Rio Stedford DipPFS, MCSI
Client Executive Paraplanner, Heritage Financial Advisers Ltd