Author: Caroline Evans

The CII Route to Chartered – How long will it take me and what are the best options?

To achieve the Advanced Diploma, you need to accumulate 290 CII credits. If you hold the Level 4 Regulated Diploma, you have earned 100 credits and therefore have a 190 credit shortfall. I won’t go into detail here, but you will need a minimum 4 Advanced Diploma modules which total 120 credits, plus gap-fill from […]

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My Journey to Chartered by Duncan Cook Chartered Financial Planner

Like many financial advisers, I have for some time, harboured an ambition to become a Chartered Financial Planner. I even went as far as ordering the CII AF3 (Pension Planning) workbook, more than once but never really got down to any meaningful study. There always seemed to be a valid reason to start some other […]

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Our AF8 Study Package is going to save you time, money and a whole lot of stress!

We’ve had a lot of enquiries about AF8 lately. The coursework consists of three written assignments, each between 2,500 and 3,000 words. A minimum of 50% must achieved on each assignment. The exam will test your ability to evaluate a clients’ personal and financial positions, and also the ability to formulate strategies for areas such […]

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April 2019 AF7 Exam Analysis by John Reynolds

It was a beautiful sunshine-soaked day in the Scottish Highlands in Perth and I’m ready to sit the AF7 exam. Yes, I’ve done a couple before, but with this new exam, I am still curious as to how it’s presented to us and how best to tackle it – and that’s best done in the […]

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As one exam session ends another one begins

As we wish the very best of luck to everyone who is taking their exams next week, we are already looking forward to welcoming our new students for the October 2019 session. The dates you need to know are as follows: 7th October AF1 8th October AF4 and AF7 9th October AF5 The table below shows the CII […]

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What is the CII Examiner really looking for?

When it comes to that all-important exam day, you might find that there is a BIG difference between absorbing the information you need and then putting what you have learnt into practice…in the time given in the exam. Being able to deliver word-perfect factual information in the context of a case-study you will see for […]

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Thousands of state pensions to be cut in government reconciliation exercise by Andrew Houghton

A number of pensioners may be in line for an unpleasant surprise in the latest instalment of the state pension reconciliation saga. As some of you may be aware, the Government’s reconciliation service was aimed at allowing occupational pension scheme providers to reconcile their records with those of HMRC. To start at the beginning, those […]

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Action Learning – NHS Masterclass by John Reynolds

As a chartered financial adviser, how many conversations have you had about AA and LTA this year? How many of those are from members of the biggest pension scheme in the UK? A pension scheme with over 1.5 million employed active members? The fifth biggest employer in the world. With a large number of high-earners […]

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How to catch up on your studies if you have fallen behind

For some reason this week we have seen a slight drop in the number of ESQ’s being submitted and whilst this is not unusual (half term week, half way point, motivation drops a little or perhaps you are just feeling overwhelmed with your studies).  We’ve all been there and have experienced times when the studying […]

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Too Big to Fail: The Dark Side of Regulation by Michael Pashley

Disclaimer: Please note that this article contains potentially controversial views that don’t necessarily represent those of Expert Pensions or its associates, and has been written to entertain, inform, and to promote good-spirited debate around the subject. Ever heard the phrase “too big to fail”? My guess is you have, and you probably attribute it to […]

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