AF1 Exam Support

Inheritance tax – What does the future hold?

Often described as the most ‘unpopular tax’ inheritance tax seems to be perceived as unfair for many different reasons. Can this tax be simplified? The Chancellor asked the Office of Tax Simplification (OTS), an independent statutory body, to review the tax 18 months ago. As a result recommendations made recently will undoubtedly cause some ripples […]

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How to answer an AF1 exam style question

It’s exam day. You are sitting in the exam hall, waiting with anticipation to get your hands on that all important exam paper. You have studied hard, jam packed a whole heap of information into your brain and practiced until your pens had run dry – but now it’s time to nail this and show […]

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The Big Sing A Long with Expert Pensions Festival of Learning

Forget Glastonbury, Boardmasters, Trnsmt and Download Expert Pensions are bringing you a summer of learning. A festival designed for everyone but where ultimately, we are all going to be singing from the same song sheet. Our festival is designed for lifelong learning where We get to know you, We study with you, We share your […]

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Review and Reflect – we can’t recommend it highly enough! By Tessa Roberts

If you are joining us for the first time, moving on to your next exam or getting ready to nail it this time then NOW is the time to get ready. We always recommend that our students revisit previous exam papers and take them under exam conditions. We believe that this is one of the […]

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CII Results – What Next?

The results will soon be with you (finally)! The results of all your hard work and determination, which you may have been trying to push to the back of your mind and between the mixed emotions of anticipation, fear, anxiety and delight the most important thing to remember is that you need to keep everything […]

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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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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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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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