Advanced Diploma Level Exams
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July 31, 2018
The CII AF4 April 2018 Exam in Review
The CII AF4 exam paper from the April sitting looks, on first sight, as a challenging exam. AF4 usually...
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July 12, 2018
The CII AF1 April 2018 Exam in Review
As the CII have now released their exam papers from April, it’s time for us to see what was...
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April 10, 2018
How to Calculate IHT on Relevant Property Trusts
A customer requested that we discuss relevant property trusts and the type of question that could come up in...
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January 30, 2018
The October 2017 Exam for CII AF4 – As Challenging As Ever!
The latest CII AF4 exam paper looked as if it was as challenging as ever, so a successful candidate...
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January 2, 2018
Our Review of the October 2017 CII AF1 Exam – Application of Knowledge is Key
As the CII have now released their exam papers from October 2017, it’s time for us to start scrutinising...
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December 19, 2017
Our Post-Exam Review of the October 2017 CII AF5 Exam
Now the CII have released the papers for the October 2017 exams, we can see how we did in...
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November 14, 2017
What is The Trustee’s Tax Pool? And How to Calculate the Tax
We heard that tax pools were part of the most recent AF1 paper, which might have been a surprise...
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October 31, 2017
The Two Pools Approach to Asset Allocation
This article is helpful to those studying for their CII AF1, AF5, R04 and R06 exams. It outlines the...
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July 25, 2017
Our Post-Exam Review of the April 2017 CII AF5 Exam
Now the CII have released the papers for the April exams, we can see how we did in our...
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July 4, 2017
Welcome News for CII AF8 Candidates Who Dread Exams
Did you know that the new pension exam, AF8 Retirement Income Planning, will not be assessed by written exam...
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June 20, 2017
Our Review of the April 2017 CII AF1 Exam – The Key is in the Preparation
As the CII have now released their exam papers from April, it’s time for us to start scrutinising them...
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December 27, 2016
Is there life beyond the Advanced Diploma?
So you’ve slogged away through the CII Diploma in Regulated Financial Planning and then decided to keep on going. ...
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July 26, 2016
How to Calculate the High Income Child Benefit Charge
We haven’t looked at this subject for quite a while now, and as it came up in the April...
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June 23, 2015
Will the new benchmark be Level 6?
One of the questions on the minds of many financial advisers is whether or not the bar will be...
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June 16, 2015
Post-exam Analysis of the April 2015 CII AF5 Exam
The CII have now released the question paper from the April 2015 AF5 Financial Planning process exam so we...
