Expert Pensions are excited to announce our latest release: Online, virtual LIVE workshops for Advanced level Investment exams – a first in the UK.

These are highly interactive live online sessions, focused on doing the doing – just before the exam

We’ve designed the online PCIAM course with interactivity in mind: remember it’s all about the doing. By attending live, delegates can ask questions, practice, review and consolidate learning. The sessions are ALL about application of learning into short questions and case studies allowing you to apply your learning.

This interactive style of course delivery is Michael at his best

LIVE in your own front room!

This programme is delivered online and live [BUT, it will be recorded and accessible immediately after each day] allowing delegates to interact with Michael from either a computer or mobile device – from your own study room. If you have ever successfully watched one of our webinars, then you already have the technology to join our Virtual Workshop.

  • Course overview:

    Delegates will be given the opportunity to apply their knowledge through a series of exam-style questions: short answer and case study, reflecting the PCIAM exam.

    When is the Virtual Workshop?

    19th – 21st November 2018 (3 full days).

    This is a doing course. The questions which will be covered are new and only available on the workshop designed to replicate the exam and cover the key elements of the exam syllabus. It’s about practising what you have learnt throughout the PCIAM structured study plan, with the help of an expert on hand to guide you through to a successful pass in the exam.

    How is it delivered?

    – Spread out over 5 sessions per day (see timetable)
    – LIVE tutorials, Q&A sessions and practice.
    – Brand new questions shared/delivered immediately online during the sessions.
    – Fully Interactive. Q&A online for immediate questions and immediate answers to your queries, as well as full review of model answers.

  • Benefits:

    – Focused on the doing and application at the END of a successful structured study plan
    Flexible: it fits into your lifestyle arrangements
    – Attend from anywhere
    – Re-watch any sessions or watch the tutorials anytime that suits you
    – Consistent approach and known timetable/schedule

    No travel time. No travel costs. No accommodation.

    Focused on the doing!

  • Day 1

    Start End Description
    09:00 09:30 An introduction to PCIAM
    09:45 11:15 Regulation and compliance
    11:30 13:00 Taxation of investments
    14:00 15:30 Investment markets
    15:45 17:00 Trusts
  • Day 2

    Start End Description
    09:00 09:30 Recap on yesterday (pop quiz)
    09:45 11:15 Section B – Exam Technique
    11:30 13:00 Financial Products and Derivatives
    14:00 15:30 Principles of financial advice
    15:45 17:00 Portfolio review
  • Day 3

    Start End Description
    09:00 09:30 Recap on yesterday (pop quiz)
    09:45 11:15 Section C – Exam Technique
    11:30 13:00 Case study analysis (1)
    14:00 15:30 Case study analysis (2)
    15:45 17:00 Case study analysis (3)
  • PCIAM Virtual Workshop: £375 + VAT

    Please be aware that spaces are limited so be quick to secure your place!


Why choose Expert Pensions?

We’ve got a successful track record getting advisers to chartered. Just take a look at our latest exam results…