CII April 2020 Exam Dates

The CII 2020 exam dates have been announced, so you can book your exam NOW and be one step towards your new year’s resolution before the end of the year. AF1 – 20th April 2020 AF7 – 20th April 2020 AF4 – 21st April 2020 AF5 – 22nd April 2020 These level 6 exams are […]

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Pay Attention(!) – Why the Staveley Case is so important for advisers

John Reynolds MSc BSc FPFS Chartered FCSI takes a look at this important case and why it is imperative that Advisers pay attention to the developments surrounding it. Background This case dates back to 2005/2006. Where Mrs Staveley, after a particularly bitter divorce, transferred a portion of a pension she had set up with her […]

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Hey Boo – Let’s take the scary stuff out of studying – Five Frequently Asked Questions

It worries me that I will may not be able to complete it easily We’re not going to lie – It’s not going to be an easy process! But with the help of the Expert Pensions team and the study resources available to you we will ensure that we make your studying time pay. We […]

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What is Abridged Advice?

The FCA’s recent consultation paper has sparked a whole debate about ‘Abridged Advice’. Abridged Advice was proposed by the regulator in its latest paper on defined benefit pension transfers: https://www.fca.org.uk/publications/consultation-papers/cp19-25-pension-transfer-advice So what is it and how will it affect you as an Adviser.

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CII AF8 – Time to tackle a different approach?

AF8 is not what you would expect if you are comparing it to other CII AF exams. Instead of sitting a 3 hour written paper you will be tackling three assignments over a 12 month period. The pass rate for this exam is currently 76% and successful completion is where you obtain a minimum of […]

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Take a closer look at the CII AF7 October 2019 Exam with John Reynolds

CII AF7 October 2019 Exam Time to join John Reynolds as he talks us through his thoughts on the CII AF7 October 2019 exam. John knows the importance of effective personal development and it becomes increasingly important when you are teaching others. By sitting this exam not once, not twice but four times John can […]

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CII Exam Planning – 4 Key Facts

As one exam session closes another session opens and it’s all about being ahead of the game.  Plan, prepare, practice and perform. Studying for a qualification can sometimes be quite daunting, especially if you’ve been out of formal education for a while.  However, if you take the time to plan your exam journey properly then […]

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Our Top 10 Predictions for the CII AF1, AF4 and AF7 Exams

Top 10 Predictions Our Experts have been crunching all the data and they have come up with their top 10 predictions for next weeks CII AF1, AF4 and AF7 exams. Whilst we can’t guarantee that every tip will show up, all of our predictions are shared in good faith and we hope that it will […]

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Sequencing Risk – October 2018 AF4 Past Paper Question Review

Sequencing risk Most financial planners have heard of the term. A number could give a fairly decent attempt at an explanation of it. Could you answer a ten mark exam question on it? That’s a slight exaggeration in this instance as the question in the October 2018 paper was only worth 5 marks (interestingly, it […]

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When you fail to read the question properly in the Exam – AF4 April 2019 Question 1(C)

  Rule #1 – Don’t get caught short ‘It’s okay to invest because I can always get my money back if I want it’. Or so the theory goes. It’s a generally accepted rule in financial planning that anyone committing to a market-linked investment should generally be prepared to do so for at least a […]

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