#studytips

Our Top 10 Predictions for the CII AF1, AF4 and AF7 Exams

Top 10 Predictions Our Experts have been crunching all the data and they have come up with their top 10 predictions for next weeks CII AF1, AF4 and AF7 exams. Whilst we can’t guarantee that every tip will show up, all of our predictions are shared in good faith and we hope that it will […]

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Sequencing Risk – October 2018 AF4 Past Paper Question Review

Sequencing risk Most financial planners have heard of the term. A number could give a fairly decent attempt at an explanation of it. Could you answer a ten mark exam question on it? That’s a slight exaggeration in this instance as the question in the October 2018 paper was only worth 5 marks (interestingly, it […]

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When you fail to read the question properly in the Exam – AF4 April 2019 Question 1(C)

  Rule #1 – Don’t get caught short ‘It’s okay to invest because I can always get my money back if I want it’. Or so the theory goes. It’s a generally accepted rule in financial planning that anyone committing to a market-linked investment should generally be prepared to do so for at least a […]

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5 things to watch when setting up an LPA – useful CPD for anyone studying AF1

Maximise your study time Revision and exam time can be a stressful affair. There are no magic spells or powerful potion books. The best we can do is to equip students in a way to boost your memory, maximise your concentration and fan the fire of your studying motivation: https://www.ftadviser.com/your-industry/2019/09/10/five-things-to-watch-out-for-when-setting-up-an-lpa/

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Understanding and Answering an AF7 April 2019 Exam Question

Revision Study Tip Question 3 of the April 2019 asked you to explain why the client (in this case, Dennis) was unable to benefit from any currently available form of transitional protection. This one has come up previously, in the October 2017 sitting. There is every prospect of it coming up again. The syllabus requires […]

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