Yonkers420
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Hi Jenny, if you email at megan.cormack@prudential.co.uk she should be able to provide details to the seminar nearest to you
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Also Abbas, in the long run having more exams and likely more knowledge is only going to help your career/ability to deliver good advice, there are no shortcuts, especially in the knowledge business.
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Hi Jenny, This isn't a plug for Prudential (I dont work for them and we dont use them) but they are doing seminars up and down the country in September/October to run through the changes and give a general update on the DB space. Might be wort…
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Hi Abbas, I chose to use the CII for the level 6 qualification and would suggest if you are prepared to do so, you can get from level four to six within a calendar year... it just involves losing your social life! RE the comments above, i wouldn'…
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To clarify before MIFID II, rebalances were done annually for our clients at the review meeting, as part of the agreed investment process.
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We have been using Transacts illustrations which gives us the charges in pounds and pence, we then copy this over into our annual review document. Although transacts illustrations are a projection, we confirm in the doc that this is the case and …
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Hi Annie, There’s limited tips tbh as you can’t discuss assignments, but I would say ensure you have access to cash flow software, look at the specimen assignments for things the CII suggest you should include and ensure you reference/structure…
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Hi Pushoz Literally just passed it today, i started the coursework immediately after my exams in April, if you can dedicate a couple hours to it each night you could submit and pass within a couple of months. Much less demanding than the AF ex…
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Stating the obvious but Tapered AA for a large employer contribution?