AF4 Investment planning exam

Planning your route to Chartered : Investment Exams Part 1 by Michael Pashley

Route to Chartered: Why choose to study investment? To reach Chartered status with the CII, you require 290 credits, including 120 at Advanced Diploma level. AF5 (30 credits) is compulsory, which leaves 90 credits up for grabs. With 6 other Advanced Diploma AF exams on offer totalling 170 credits, candidates have something of a choice […]

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LEARN LONG AND PROSPER

Love it or hate it learning is part of how we develop, grow and progress. Almost everything we do will be as a result of learning something. What are your past memories of learning – do you associate learning with a positive or negative experience? This can ultimately have an impact on how you view […]

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Goodbye AF3 – Explore What’s Next and What’s Right For You

John is seriously going to miss the AF3 exam – this pension planning exam has been Johns’ passion and since 2011 Expert Pensions have supported, coached, mentored, encouraged, forced, squeezed, helped, persuaded and guided many 100’s of students through to successfully passing and obtaining the AF3 exam: the gold badge. Everyone who has achieved the […]

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How we are going to do our mock exams

Been watching the Olympics this summer? I was reading this: click here to read the whole article ”….then there is the lateral thinking of Danny Kerry, performance director to the Great Britain women’s hockey team that won gold in such spectacular fashion on Friday. “Everyone puts a lot of time into the physiological effects of […]

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2016/17 Updated Study Material

No don’t panic; it’s not that time yet…. We’re not planning to start the new structured study plan schedule until Tuesday 5 July; 14 weeks until the exams on 5&6 October 2016. 14 weeks: 10 weeks for 10 modules; 2 weeks for revision (mock papers) and 2 weeks on the beach (we normally have a […]

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16 March 2016 Budget Summary

Looking for a quick and authoritative budget summary: Remember, we are living in a parallel universe until 14 April 2016. This doesn’t exist until 14 April – for all those sitting AF exams in April……so download, save and retain. Then get back to 2015/16 tax year…

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Friday morning 4 March LIVE AF4 Q&A webinar 8.30am

Interested in a LIVE AF4 exam Q&A session on Friday morning at 8.30am? Drop me a note with your email address, preferably a gmail or google email and I’ll invite you to a LIVE Q&A where you can ask questions on Friday about anything to do with the AF4 investment planning exam or modules we […]

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CII Pass rates for 2015

The CII pass rates for 2015 are published. They make interesting reading: click here The one that stands out is the AF3 pass rate at 31.47% for the whole of 2015 – and that’s when the April paper didn’t contain any surprises! I knew there was an issue on the morning of Friday 11 December. […]

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Week 5 and breathe…

Good morning on this breezy February morning beaming live on satellite from Milton Keynes! This is week 5. Yes; we are halfway through the learning journey, with 5 more modules to go after this and then we’ve got time to practice a few mock exams and questions from past papers. We are bang on track […]

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Week 3 ready to start…

Members only content Week 2 video tutorials and answer documents are added and ready for you in module 2 (for both AF3 and AF4). You might want to have a think about this week: Too many exam chimps running about bashing their heads and thumping their chests; TOO MUCH fast thinking. NOT ENOUGH slow….thinking. System […]

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