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CISI Exam Results are out and we love it when a plan comes together...

The CISI have published their exam results for the Pension Transfer & Planning Advice (PT&PA) and the Private Client and Investment Management (PCIAM) December 2017 sitting and we are positively buzzing with the successful outcomes.

A big well done to everyone who sat these exams and we must mention our John who also sat the PT&PA exam and he is one of three who achieved a Merit (smarty pants)!

This was the first sitting of the PT&PA exam and we were proud to support it as an accredited training partner for the CISI and even prouder to see that 31% of those who passed did so with the help of Expert Pensions…glad we are living up to our name 😊

As you know we love it when you can take the ‘double bubble’ approach by effectively studying one subject to cover more than one exam – clever studying equals maximising credits. How does it work RO2 and R04 provide the platform for PCIAM – 80% of the knowledge you need for the PCIAM exam is contained within the AF4/R02 study package and the good news is that we are adding PCIAM study notes to compliment our current package.

WOW – AF4/R02 and PCIAM in one big bag of studying smartness! This study plan gives you the chance to get 80 credits from studying ONE subject, 60 of them at AF level (half the credits you need to be chartered) – what have you got to lose? #StudySmart#doingthedoing#EP


Made my day

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I have just received this email. It made my day. John, I am over the moon with my grade and of course you can quote me. Thank you for all your help By all means use the following to help improve your business, you certainly improved mine! “Having sat the AwPETR once receiving a grade […]

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When real life aligns

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This week three things align: AF3/7: Occupational Defined Benefit pensions (technical) module AF4: Bonds and Gilts This week in the FT weekender: John Authers writing the ‘Long View’ says ‘’…Treasury yields have to be higher..’’. He asks this in the context of inflation. What is going on in the bond markets around the world will […]

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We shared your ambition, Dave.

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Here’s one of our most recent Chartered Financial Planners, sharing his experience of getting behind the goals. ”I’ve known John for many years now and have great memories of touring the depths of Beds, Bucks and Herts with him talking to advisers about everything pensions when we both work for one of the large insurance […]

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Exam Results: December 2017

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Are you looking for the secret sauce for success in the AF exams to get to Chartered Financial Planner status? I’m afraid it’s not here – there is no secret: it’s ALL about doing the doing… There are three things which have a direct impact on your exam success: Use the video tutorials to help […]

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Merry Christmas

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  After another exciting year at Expert Pensions it is now time for us to eat, drink and enjoy time with our families. Thank you to everyone who has studied with us during 2017. We wish you all a very Merry Christmas and look forward to what 2018 has to bring. Have fun and we […]

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