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FCA business plan 19/20

FCA Business Plan 2019/2020

The FCA has just published it's Business Plan for 2019/20. Anyone who is involved in running a business – as a senior manager or as a supervisor – needs to identify the future risks the firm might face and create a culture where the interests of clients are foremost in

cii exam revision

CII exam revision: the most important tip ever?

With a CII exam - be it an R0 or AF exam - you'll need to retain a wide range of information.  Despite numerous tips and techniques that can help study to be more effective, most people find studying for any exam to be hard work. But if you just had to pick just one ti

CII AF1 exam: how to pass it

So you want to pass the CII's AF1 exam first time? The good news is that this is a very doable AF exam as long as you prepare in the right way. And the stats bear this out - of the four 'technical' AF exams (AF1, 2, 4, 7), AF1 is statistically the easiest with a pass rate o

CII Af exams

CII exam dates: 2019

Want to know when the CII AF exam dates are in 2019? What's the last date for entering the exam without having to pay a late entry fee? Which is the the easiest exam - statistically? If you want the answers to these questions, then read on. The CII 2019 exam dates T

CII AF7 exam

CII AF7: Free preparation guide

If you are thinking of sitting the CII's AF7 exam, then go into it with your eyes open. If you want to know about important dates, exam technique and what study options are available, click here for our FREE AF7 preparation guide. You will also find preparation guides f

SM&CR

SM&CR: the countdown begins

The Senior Management and Certification Regime (or SM&CR) will become part of everyday life for thousands of smaller regulated firms on the 10th December 2019. So, what's it all about?  What is the impact of this likely to be? Read on to understand more about this impor

supervisor training

FSA Supervisor training

This blog looks at how effective FCA Supervisor training can help your business. This isn't a topic that excites many people - but it should! If you want to get the best out of your people and your business, then read on. This is something you need to get right. Client best

T&C

IDD and T&C

To those people who provide advice on general insurance products such as critical illness, life assurance and insurance-based investment products, the forthcoming changes to T&C requirements are something that you need to be aware of. From the Insurance Mediation Direct

cii chartered status

CII exams: getting to CII Chartered status (part 2)

CII Chartered status If you are sitting exams on the road to CII Chartered status, one of the questions that we frequently get asked is 'which CII exams should I sit next?'. Likewise, we also sometimes get asked about 'what exams should I take to get CII Fellowship?' Some e

af7 exam

Spotlight on the AF7 exam

If you are preparing for the CII's AF7 exam, here's what you need to know about the exam. What does the AF7 exam look like? The AF7 exam is 2 hours long. It consists of 3 or 4 short answer questions and then two additional case studies. These both have three to four question