Who are vulnerable customers and how can you learn to recognise their needs? Gallery Who are vulnerable customers and how can you learn to recognise their needs? Blog, CII, FCA, vulnerable Who are vulnerable customers and how can you learn to recognise their needs? By Gayle Conway|2021-01-04T13:34:38+00:00January 4th, 2021|Blog, CII, FCA, vulnerable| Read More 0
EP ‘Flipped’ Workshops: Doing the doing By Gayle Conway|2020-01-14T16:21:45+00:00February 9th, 2017|AF3 Exam Support, Blog| Read More Comments Off on EP ‘Flipped’ Workshops: Doing the doing
Pension Transfer Workshop By john reynolds|2020-01-14T16:22:15+00:00January 31st, 2017|Blog, DBTransfers| Read More Comments Off on Pension Transfer Workshop
2016/17 Updated Study Material Gallery 2016/17 Updated Study Material AF1 tax and trusts exam, AF3 pension planning exam, AF4 Investment planning exam, AF5 Financial planning process, Blog 2016/17 Updated Study Material By john reynolds|2020-01-14T16:40:11+00:00May 8th, 2016|AF1 tax and trusts exam, AF3 pension planning exam, AF4 Investment planning exam, AF5 Financial planning process, Blog| Read More Comments Off on 2016/17 Updated Study Material
AF3 exam: Sunday 10 April 9.30am By john reynolds|2020-01-14T16:42:18+00:00April 7th, 2016|AF3 pension planning exam, Blog| Read More 9
1 Day AF5 exam revision workshops By john reynolds|2020-01-10T12:31:04+00:00March 18th, 2016|AF5 Financial planning process, Blog| Read More Comments Off on 1 Day AF5 exam revision workshops
Needing to revise your technical knowledge for AF5? By john reynolds|2020-01-14T16:44:33+00:00March 12th, 2016|Blog| Read More Comments Off on Needing to revise your technical knowledge for AF5?
3 steps to a great start in your AF5 exam in April By john reynolds|2020-01-14T16:44:54+00:00March 7th, 2016|AF5 Financial planning process, Blog| Read More Comments Off on 3 steps to a great start in your AF5 exam in April
CII Pass rates for 2015 By john reynolds|2019-09-02T10:23:51+01:00February 23rd, 2016|AF1 tax and trusts exam, AF3 pension planning exam, AF4 Investment planning exam, AF5 Financial planning process, Blog| Read More 0
Taper your advice now for 2016/17 By john reynolds|2016-02-14T18:33:20+00:00February 14th, 2016|AF3 pension planning exam, Blog| Read More 3