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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5 things to watch when setting up an LPA – useful CPD for anyone studying AF1

Maximise your study time Revision and exam time can be a stressful affair. There are no magic spells or powerful potion books. The best we can do is to equip students in a way to boost your memory, maximise your concentration and fan the fire of your studying motivation: https://www.ftadviser.com/your-industry/2019/09/10/five-things-to-watch-out-for-when-setting-up-an-lpa/

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Understanding and Answering an AF7 April 2019 Exam Question

Revision Study Tip Question 3 of the April 2019 asked you to explain why the client (in this case, Dennis) was unable to benefit from any currently available form of transitional protection. This one has come up previously, in the October 2017 sitting. There is every prospect of it coming up again. The syllabus requires […]

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Why choose AF8 and why do so many fail assignment 3?

Welcome to our AF8 podcast series. John and I are going to talk you through the why, how and what I am letting myself in for! Click on each link as guide you through AF8 and ensure that you have all the information you need before you tackle this Level 6 exam: Why and how […]

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Big changes ahead – Are you Ready? by John Reynolds

50 in 2020 CPD is in the news, as I am sure you are well aware. CP19/25 is a seminal paper. It will have implications far beyond the immediate defined benefit pension transfers (DB TV) taking place: far, far beyond and for years to come. If you haven’t read CP19/25 I’d suggest you start reading […]

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