AF3 Exam Support

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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Study Smart for AF5

What am I letting myself in for? The case study is due to be released any day now, 30 credits and 160 marks up for grabs and with two weeks to the exam and 150 hours of study to cram in – is this achievable? It’s all about working smarter and understanding what this exam […]

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Study Smart for AF4

INVEST THE TIME AND THAT AF4 EXAM COULD BE ALL YOURS What am I letting myself in for? There is no quick fix for this degree-level qualification. You will require an in-depth technical knowledge and understanding of investments, coupled with the ability to demonstrate advanced advisory and problem-solving skills relevant to the management of investment […]

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Study Smart for AF7

What are you letting yourself in for? A 2 hour written exam with 100 marks up for grabs and 20 all important credits towards level 6. Twelve questions overall, with four generic questions, followed by two case studies with four questions on each. What do I need to maximise my chances? The ability to apply […]

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Route to Chartered : The FOUR key investment exams Part 2 by Michael Pashley

Route to Chartered: The FOUR key investment exams AF4 is the CII’s level 6 investment planning exam. It is a three-hour, case study-based written paper. It builds on the technical knowledge gained from the R02 and J10 diploma exams, and requires a much more in-depth understanding of private client investment planning considerations, and an advanced […]

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FCA launches new consultation

The Financial Conduct Authority (FCA) recently launched a new consultation paper following the findings of its Retirement Options Review published last year. Main Findings As those of you who take an interest in such matters will know, the regulator seldom uses ten words when ten thousand will do, and trying to summarise 122 pages in […]

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LIBF (PETR) Exam

We are the FIRST organisation to have PETR provision recognised and we are buzzing!!! PETR is assessed through a written paper based exam. One section will be based on a pre-released case study and the other section of stand alone written questions totalling 100 available marks. If you hold the LIBF diploma, PETR meets the […]

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It’s Worth A Read

Appropriate Qualifications….but which one? John Reynolds has written a fantastic article for T-CNews explaining the exam route to becoming a competent PTS and helping you understand what is the ‘right’ option for you, your team and your business. We support all pension exam routes so drop us a line anytime if you would like help […]

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AF5 CASE STUDY ANALYSIS

It’s here – and it’s good – really good. Time to check your accounts and check out the long awaited for AF5 Case Study Analysis and generic subject reading for David and June Green! I am sure you will find these a fantastic resource to prepare you for the exam…… take your time to learn, […]

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AF5 – Financial Planning – Study Tips

What am I letting myself in for? The case study is due to be released any day now, 30 credits and 160 marks up for grabs and with two weeks to the exam and 150 hours of study to cram in – is this achievable? It’s all about working smarter and understanding what this exam […]

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