Aug 28, 2024 | Learning Resources
There are three key differences between the AF4 and PCIAM: structure, syllabus, and technique. Structure AF4 is comprised of three unseen case studies, and short answer questions about them which are typically answered using bullet-points. Question 1 is worth 80...
May 2, 2024 | Learning Resources
Whichever source material you are going to use for your professional qualifications study, two things are pretty clear… 1. The material is going to be technical 2. It is also going to be substantial This means that you are going to have to...
May 2, 2024 | Learning Resources
“You’ll never plow a field by turning it over in your mind”, Irish proverb. We can all find other things to do instead of just getting started and it is a perfectly natural part of the process. We call it the ’clearing out your pencil case’ phase, when...
May 2, 2024 | Learning Resources
Sitting a CII Exam, Home and Away When I first started my diploma in financial planning through the CII, I sat my exams both remotely and in a test centre, and I thought it would be useful to share my experience on both of them. I sat my first exam, R05, remotely...
May 2, 2024 | Learning Resources
Recently, we’ve been working with students to ensure they are equipped with the tools and understanding on how to study effectively, going deeper than the traditional study tips we are taught at school, college or university. Below we cover some core techniques to...
May 2, 2024 | Learning Resources
CII Exam Study – The Importance of an ‘end in mind’ approach Once qualified, your client discussions/interactions will commonly revolve around what they want to achieve with their wealth. That could be planning for a comfortable retirement with financial freedom or...
