AF4 Exam Support

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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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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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

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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