CII

Budget Banter March 2021 – How will it affect your studies? by Tessa Roberts
Gallery
Budget Banter March 2021 – How will it affect your studies? by Tessa Roberts

AF1 Exam Support, AF4 Exam Support, AF5 Exam Support, AF7 Exam Support, CII, R01, R02, R03, R04 Pension exam, R05, R06

Budget Banter March 2021 – How will it affect your studies? by Tessa Roberts

By Gayle Conway|2021-03-04T12:36:08+00:00March 4th, 2021|AF1 Exam Support, AF4 Exam Support, AF5 Exam Support, AF7 Exam Support, CII, R01, R02, R03, R04 Pension exam, R05, R06|

The Ladies behind Expert Pensions – Meet the Team

By Gayle Conway|2021-02-23T14:50:44+00:00February 23rd, 2021|AF1 Exam Support, AF4 Exam Support, AF5 Exam Support, AF7 Exam Support, AF8, Best Training Resource for Paraplanners, Chartered, CII, Financial Advisor Exams, Learning to learn, LIBF PETR, R01, R02, R03, R04 Pension exam, R05, R06|

Wonder Woman – Women in Finance by Marsali Wallace DipPFS PhD
Gallery
Wonder Woman – Women in Finance by Marsali Wallace DipPFS PhD

AF1 Exam Support, AF4 Exam Support, AF5 Exam Support, AF7 Exam Support, AF8, CII, Financial Advisor Exams

Wonder Woman – Women in Finance by Marsali Wallace DipPFS PhD

By Gayle Conway|2021-02-16T10:09:49+00:00February 16th, 2021|AF1 Exam Support, AF4 Exam Support, AF5 Exam Support, AF7 Exam Support, AF8, CII, Financial Advisor Exams|

AF7 February 2021 Exam – Thoughts, Theories and Techniques by Maurita Black
Gallery
AF7 February 2021 Exam – Thoughts, Theories and Techniques by Maurita Black

AF7 Exam Support, Chartered, CII, Pensions

AF7 February 2021 Exam – Thoughts, Theories and Techniques by Maurita Black

By Gayle Conway|2021-02-11T10:00:08+00:00February 10th, 2021|AF7 Exam Support, Chartered, CII, Pensions|

Power of the Pack – Women in Finance by Hannah Stewart
Gallery
Power of the Pack – Women in Finance by Hannah Stewart

CII, R01, R02, R03, R04 Pension exam, R05, R06

Power of the Pack – Women in Finance by Hannah Stewart

By Gayle Conway|2021-02-09T09:44:10+00:00February 9th, 2021|CII, R01, R02, R03, R04 Pension exam, R05, R06|

Girls Just Wanna Have Funds – Women in Finance by Sasha Wakefield FPFS Chartered Financial Planner
Gallery
Girls Just Wanna Have Funds – Women in Finance by Sasha Wakefield FPFS Chartered Financial Planner

Chartered, CII

Girls Just Wanna Have Funds – Women in Finance by Sasha Wakefield FPFS Chartered Financial Planner

By Gayle Conway|2021-02-02T10:43:58+00:00February 2nd, 2021|Chartered, CII|

How to improve your suitability report writing skills – AF8
Gallery
How to improve your suitability report writing skills – AF8

AF8 Exam Support, Chartered, CII, Pensions

How to improve your suitability report writing skills – AF8

By Gayle Conway|2021-01-27T13:43:58+00:00January 27th, 2021|AF8 Exam Support, Chartered, CII, Pensions|

Should I sit JO2 and AF1 at the same time?
Gallery
Should I sit JO2 and AF1 at the same time?

AF1 Exam Support, Chartered, CII, R03

Should I sit JO2 and AF1 at the same time?

By Gayle Conway|2021-01-11T14:21:45+00:00January 11th, 2021|AF1 Exam Support, Chartered, CII, R03|

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|

Keeping small businesses alive – A way forward for small financial services businesses

By Gayle Conway|2020-11-16T13:54:06+00:00November 16th, 2020|AF1 Exam Support, AF1 tax and trusts exam, AF4 Exam Support, AF4 Investment planning exam, AF5 Exam Support, AF7 Exam Support, AF8, AF8 Exam Support, Best Training Resource for Paraplanners, Chartered, CII, CISI PTPA, CPD, Learning to learn, LIBF PETR, PCIAM, R01, R02, R03, R04 Pension exam, R05, R06|

Title