AF5 Financial planning process

Our AF5 CASE STUDY ANALYSIS HAS LANDED

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 Nick and Jane Johnson! 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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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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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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AF5 case study analysis for April 2016 exam

AF5 case study analysis for April 2016 exam We’ve now finished our case study analysis and it’s available: NOW BOTH the Analysis AND 60+pages of TECHNICAL background reading/support is NOW available. It’s available for immediate download and has also been added into your Structured Study Plan for the AF5 exam (members only); it is sitting […]

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AF5 exam on April 13: Sue White

If you are sitting the AF5 exam on April 13 (in a couple of weeks), you might want to get hold of the case study. It’s a little unusual for an AF5 exam case study; it’s in the singular person and Sue White is the only person you are advising. That said, there is plenty […]

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1 Day AF5 exam revision workshops

1 Day AF5 Exam Revision Workshops Expert Pensions offers a comprehensive support package for the AF5 exam consisting of an integrated online video tutorial course explaining the exam technique for each task (1-8) in the AF5 exam, comprehensive case study analysis support (with level 6 technical study materials supporting the technical issues identified in the […]

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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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3 steps to a great start in your AF5 exam in April

To make a great start in the AF5 exam, there are 3 things you should do in the first hour: *Task 1 [Fact-finding questions/20-30 marks] *Task 2 [Risk question/ 10-15 marks] *Task 8 [Reviews question/ 10 marks You could have nearly half the marks you need to pass in the first hour of the AF5 […]

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AF5 Task 1: October 2015

Time to get started on the road to the AF5 exam on 13 April 2016. AF5 Task 1: October 2015, to be precise. Only by practising your skill at application and writing precise, concise, accurate, personal and appropriate answers to all tasks (there are 8 tasks, 1-8) in the AF5 exam, will we truly understand […]

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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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