This update covers:
1. The expected solutions for the AF5 and R06 October exams are now available
2. Know what is required for AF1, AF2, AF3, AF4 and AF5 and what we offer
3. Accredited CPD system offer
4. The Power of Strategic Alliances Guide
1. The expected solutions for the AF5 and R06 October exams are now available.
AF5
The Expected Solution is now available for immediate download and contains 50 pages of expert analysis.
The Expected Solution is a detailed analysis by our panel of experts of the fact-find issued by the CII 2 weeks prior to the exam and includes:
- A detailed analysis of the client’s situation
- Identification of all financial needs
- A list of the questions that we feel could be asked together with a detailed solution.
To help with your preparation the following are also included:
- Our R01 to R05 online multimedia courses
- Our Expected Solution for the previous 3 AF5 exams
- Two online mock exams designed by our training team to help you assess your technical knowledge and get experience in the technique needed to pass the exam.
Then select AF5 The Expected Solution Package
R06
The Expected Solution is now available for immediate download. There are 42 pages of expert analysis for case study 1 and 34 pages for case study 2, as well as 14 pages of generic information on questions that may be asked.
The Expected Solution package includes a detailed analysis by our panel of experts of the 2 case studies that are issued by the CII 2 weeks prior to the exam. We provide you with a list of the questions that we feel could be asked together with a detailed solution.
Select R06 The Expected Solution 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
AF1 Personal tax and trust planning: tutor marked paper
AF2 Business financial planning: study package
AF3 Pension planning: study package
AF3 Pension planning: tutor marked paper
AF4 Investment planning: study package
AF5 The Expected Solution Package
3. Accredited CPD System offer
If you are looking for a CPD system that can provide all your structured CPD, save time and maintain your diploma knowledge then take a look at our accredited CPD system. You can add a FREE 7 day trial to your record by clicking on the My Account link when you are logged in and selecting apply beside the CPD system. You also qualify for a 10% discount if paying by standing order and with this payment method we also guaranteed the cost will not increase for at least 3 years. Contact us if you would like to request this payment method.
All CPD completed is backed by an assessment and in addition to the assessment results we also include a generic reflective statement and development need statement to each CPD item on your CPD system report. You can modify the statements by exporting to Excel and amending the wording to reflect your personal experience. The report covers all the information needed by your Statement of Professional Standing (SPS) provider and can be emailed to them. The report can be set to cover any time period that you require.
4. The Power of Strategic Alliances Guide
Everyone in business needs to strive to create new opportunities in order to increase revenue and maximise profits.
Successful networking with likeminded professionals, can be one of the most empowering and profitable experiences of your business life. But the thought of developing new alliances can be daunting as you consider who you should approach and what makes an effective ongoing partnership.
Consequently Panacea Adviser and John Joe McGinley from Glassagh Consulting have developed a free guide called The Power of Strategic Alliances for your business. This guide demonstrates how to develop a plan to establish business alliances with likeminded professionals that delivers long term success.
Download the guide at www.panaceaadviser.com/strategicalliances
Wizard Learning Ltd
Provider of accredited online training and CPD system for financial advisers and financial services professionals.
