CII

The CII Route to Chartered – How long will it take me and what are the best options?

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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Our AF8 Study Package is going to save you time, money and a whole lot of stress!

We’ve had a lot of enquiries about AF8 lately. The coursework consists of three written assignments, each between 2,500 and 3,000 words. A minimum of 50% must achieved on each assignment. The exam will test your ability to evaluate a clients’ personal and financial positions, and also the ability to formulate strategies for areas such […]

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April 2019 AF7 Exam Analysis by John Reynolds

It was a beautiful sunshine-soaked day in the Scottish Highlands in Perth and I’m ready to sit the AF7 exam. Yes, I’ve done a couple before, but with this new exam, I am still curious as to how it’s presented to us and how best to tackle it – and that’s best done in the […]

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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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Invest In You

Here at Expert Pensions we are all very passionate about learning and development. We love supporting our students on their learning journey and we are constantly working behind the scenes to ensure that you are getting the very best of what we have to offer. Why are we different? We believe we offer the very […]

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Did you do yourself justice this week?

I hope you are looking forward to a guilt-free weekend ​in ​the spring sunshine​​? Did you do yourself justice this week? It’s been another interesting exam term and we’ve learnt that it’s getting tougher​.​ ​A useful reminder that chartered means something special. ​We learnt that 1 day workshops don’t work for AF4. No more of […]

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Why Tax Free Cash will not be removed

Tax free cash from your clients pension pot will not be removed. But, whilst a flat-rate 30% tax relief does make a lot of sense to your BRT clients, it’s BAD news for HRT. Why? I’m going to show you exactly how TFC works and why a flat-rate 30% tax relief will make a lot […]

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3 unknowns about pension flexibility

I make it 7 weeks until 6 April and we are still awaiting final guidance on the IHT position. Tread carefully with any conversations you are having in the run-up to 6 April, particularly in the IHT space when discussing pension flexibility. There are still 3 things about pension flexibility that could have a serious impact […]

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CII exams 2015: April 2015 CII AF4 exam booked

If you are thinking about sitting an AF exam in April, time to decide from the CII exams 2015. I’ve just booked the CII AF4 exam for April 2015. I like to sit the AF3 and/or AF4 exam at least once a year (read more here). This year it’s going to be AF4 in April […]

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