Financial Advisor Exams

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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AF5 exam: Initial Review

We’re well under way with the final analysis for the April AF5 exam, but thought you’d like to share our thoughts at this stage. We’ve posted a short video here For members and subscribers, the full video can be found within your AF5 modules – the full video is 35mins long and worth a look […]

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The AF5 exam needs to be clarified

I sent this to the CII on 17 october 2014, as a result of the feedback from students who sat the AF5 exam in October 2014. ”Dear CII: Refer October AF5 exam In April, I wrote to congratulate you and the senior examiner on the AF5 exam. In June, I met Keith at the Scottish […]

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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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CII AF exam support: 1000 unique, topical and instantly available answers

Where else can you get access to over 200 exam topics and a 1000 replies? Every single one specifically and only about the CII AF exams? Save yourself hours of searching for an answer about the CII AF1 exam, AF3 exam, AF4 exam or AF5 exam. Every one original, unique, timely, topical and instantly available […]

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Does it matter the money comes from the DB scheme or the SIPP?

Following from my recent post and para-post on LinkedIN, Henry Tapper posted a question for me here: https://www.linkedin.com/pulse/db-dc-what-question-john-reynolds?trk=prof-post Here’s my answer (linkedIN wouldn’t let me post it): ”Henry, now now…check the financial advice given by a regulated pension transfer specialist authorised to give advice on DB transfers and given permissions by FCA? Trustees to check […]

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What the model answer doesn’t show you

If you’re studying for the AF1 exam (or even the AF3 exam, or AF4 exam or AF5 exams), you will have noticed by now that you’re likely to be asked one or two calculation questions. If you’ve looked at any past papers or if you are following our structured study plan, you can’t fail to […]

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Study schedule alert: week 2 already!

Lots of of you ask questions about the weekly study schedule for the exam. Without exception, you think it’s a good idea. What does it look like? Well, here’s this week’s email; they are sent out every Tuesday and this week is the 2nd week already! Weekly study Schedule: week 2 This email is reminding […]

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I’ll never remember all that…

When I decided to come back to advising I thought I’d treat myself (!) and study for R03…until I saw the book! I bought the digital version and if you held the screen sideways it was something like 660 pages. I thought “I’ll never remember all that”. Let’s be honest, unless you’ve got one of […]

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