Why buy our Pension Transfers & Planning Advice Exam Support packages?
We are accredited training providers for the CISI PTPA exam. We provide blended study options designed to suit your learning style and diary. This is a comprehensive, modular and inclusive support package to ensure that you give yourself the best possible chance of a pass in the exam.Essential Study Notes
Structured Study Plan
- £150 + Vat
- Digital download product
- 11 modules of essential study notes
- Workbook with model answers
- £325 + Vat
- 12 months access and updates twice a year
- 11 modules of essential study notes released weekly
- Workbook with model answers
- Video tutorials on every module
- Intelligent quizzes with instant feedback
- Weekly scheduled exam style question
- Peer group experts forum
- CPD credits
- Tracking, recording and reporting of learning progress
- Structured and Flexible to suit your timetable
- Final Revision Case Study Book
- Mock exams the week before the exam
Here’s how this all works for youKeeps you on track with your learning with weekly email reminders to ensure you are following the plan.Comprehensive and concise revision & study notes, written by exam practitioners who sit, know and understand the CISI exams. Downloadable Online 24/7Play our videos again and again available online 24/7. This is known to be one of the best ways to learn and retain informationWorkbook questions and answers relevant to every moduleAccess to a large quiz bank of CISI exam specific questions – three types of questions to test your abilities (multiple choice, multi-multi choice and written)Weekly exam style question. Feedback given from a sample number of completed answers.Earn yourself digital CPD badges which you can add to your social/professional media profileOne of your greatest assets will be your access to our Exam Specific Pensions Forum where you will have the opportunity to test your understanding of the relative topics covered, with other students and our expert.Revision Case Study and Mock exams issued in the weeks running up to the exam. Completion of these will help to ensure you understand the topics you have covered and that you can APPLY the learning into complex case studies.
Our flipped Workshops are for doing the doing
48% … that’s how much more the CII suggest you will be more successful by should you attend a revision workshop.
Here is what delegates really thought:
- “Excellent. John explained in simple terms. Examples, discussed and explained. Very easy to follow”
- “Excellent presentation and content. Punchy was well delivered not stuffy at all.”
- “Engaging style, very informative. Excellent speaker, invaluable.”
- I found the workshop very useful. Before I didn’t stand a chance, now I do and that is thanks to John. Brilliant teacher and his knowledge is out of this world”
- “All in all a very valuable two days. if you are serious about passing exams then it is worth the cost and effort to go on the seminar. The cost of failing it and resitting is much more than this”
Date: 22nd-23rd November 2018
Our CISI PT&PA Structured Study Plan comes with individual video tutorials where there is at least 1 video tutorial per module for you to watch as often as you want.
Continual Professional Development (CPD)
What makes Expert Pensions CPD model unique?
- High quality and relevant modules set at the right level.
- Keeps pace and covers legislation and regulatory changes.
- Specific and clear learning objectives outlined for each CPD module.
- Earn while you learn…You will be awarded 2 digital badges per module upon completion of the quiz and assignment for each module.
- Digital, transferrable CDP badges recording hours earned.
- Each individual module will provide you with 8 hours CPD.
- Learning objectives, outcomes and hours available provided with CPD Standards office certificate.
We offer a great opportunity to earn badges of attainment which can be shared across the whole spectrum from your personal development plan, through social media to your CV and beyond for the purposes of your Statement of Professional Standing (SPS).
It’s tracked…it’s certified and it’s badged! Welcome to Expert Pensions.
“We believe in you, your business, your career and your profession. We know how important it is to keep up to date…even more so, once you are qualified”.
Expert Pensions Team
Summary of Expert Pensions Offerings
Video Tutorials played each month
Online access from any device.
Accurate MI Reports
Weekly study plans
Structured, Certified and recorded
Built for you
Group forums and discussion
Quiz questions, assignments and mock examsKey ModulesThe following modules are covered in this course1Pension Contributions and Annual Allowance2SIPP and SSAS3Auto Enrolment (AE)4Pension Planning5Occupational Pension Transfers (Part 1 and Part 2)6Pension Income Drawdown7Enhanced and Fixed Protection8Primary and Individual Protection9State Pension Benefits10Trustee Communications, Security and Divorce
- This trial module offers only a small part of the PT&PA Structured Study Plan as a taster and access is given to limited topics/quizzes for 5 days only.
CISI Pension Transfers & Planning Advice