This update covers:
1. AF7 Pension transfers - practice papers
2. Know what is required for AF1, AF2, AF3, AF4 and AF5 and what we offer
3. Expected solutions for R06 and AF5
4. Compliance without strings
1. AF7 Pension transfers - practice papers
Two self-marked online exam style papers that you type in your answers online and then mark yourself against the model answers.
These practice exam papers provide you with the additional practise you need to pass the exam and help ensure you are well prepared for the exam.
Access is provided for 6 months and includes syllabus updates. If you purchase multiple training modules a discount is available along with longer access periods.
The CII entry guidance for the AF7 requires candidates to have the knowledge gained from R04 Pensions and retirement planning and J05 Pension income options. We also provide these modules that you may want to consider purchasing if you need to refresh your knowledge:
- R04 Pensions and retirement planning: Online Multimedia Course
- R04 Pensions and retirement planning: Gap Analysis & Assessment Tool
- J05 Pension income options: study package
2. Know what is required for AF1, AF2, AF3, AF4 and AF5 and what we offer
We have created these information pages for those sitting or planning to take their AF advanced diploma exams.
AF1 Personal Tax and Trust Planning: study requirements and guidance
AF2 Business Financial Planning: study requirements and guidance
AF3 Pension planning: study requirements and guidance
AF4 Investment planning: study requirements and guidance
AF5 Financial planning process: exam requirements
What does Wizard Learning offers for the AF exams?
AF1 Personal tax and trust planning: study package
AF2 Business financial planning: study package
AF3 Pension planning: study package
AF4 Investment planning: study package
AF5 The Expected Solution Package
3. Expected solutions for R06 and AF5
Our Expected Solution Packages offer MORE than any other training provider:
- Technical content for research
- Exam technique with access to past expected solutions and mock exams
- An online advice skills course
- THE EXPECTED SOLUTION
It’s a no brainer!
See our R06 and AF5 solutions page here for further details.
4. Compliance without strings
We have worked alongside many firms in various sectors a those that share similar core values and a passion for improving the professionalism of the financial advice sector, a firm who have impressed us here at Wizard Learning is TheGIConsultant.com Limited.
TheGIConsultant.com Limited is a compliance consultancy for the dot com age. The company is one woman, its exclusive, practical and creative. Not everyone can join in, but anyone can subscribe to the competitively priced monthly paid support service operating (almost) exclusively via email. All services are pay as you go; there is no minimum commitment or lengthy notice period and currently no VAT either!
Esupport includes timely updates and articles, advice on tap whenever you need it and template documentation for most occasions.
Other services are also available: authorisations, audits, file reviews and training both remote and face-to-face.
The services provided are for financial advisory firms, mortgage advisers and general insurance brokers or any combination of these.
Managing director and consultant Karen Malin FCII, CeRCC has over 30 years industry experience and supplies a full due diligence pack on request.
They have worked with Wizard Learning on compliance courses and a variety of compliance related areas over serveral years.
Website: www.thegiconsultant.co.uk
Wizard Learning Ltd
