This service is specifically designed to support candidates taking the Advanced Later Life Planning Module which is exclusively available via St James’ Place only. 

The process will involve the candidate completing the July 2018 past paper under exam conditions at a location of their choice, their answers will be recorded onto an answer book provided with the examination paper, this will be able to be completed with a standard pen, or digitally with an apple pencil.

The candidate will then email their completed paper for marking by a CII accredited marker, where an overall score will be given, together will detailed feedback on where the candidate scored well and needed to improve their knowledge and exam technique, all this will be referenced to to the model answers provided. 

An example to the feedback given can be found here: Example Marking Guide 2019

Once the candidate has returned their answer script via email, they will receive a confirmation of receipt and date they will receive their feedback, which will be within 10 working days of submission. 

Price: £99.99 (inc. VAT)

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The video support runs for approximately 3 hours and covers the topics that we deal with on our 2 day face to face event. All the videos are narrated by CII accredited trainers that have actually delivered the face to face event and covers not only the theory involved but also practice questions, together with the model answers explained in full. For AF1, the main areas covered are income tax theory and calculations, self assessment, CGT theory and calculations, IHT theory and calculations, 14 year rule, PETs and CLTs. Trusts are also well covered with taxation of trusts along with periodic and exit charges. The module finishes with the various ways to withdraw funds from investment bonds in the most tax efficient manner and a calculation example.

Also provided is a PDF file containing approximately 30 brand new AF1 standard examination questions, together with the model answers. All the questions have been placed in topic order to aid revision sessions e.g. income tax, CGT, IHT etc.

Finally a comprehensive study guide of over 70 pages, is also included which provides an alternative to the text book, however still goes deep into the theory involved along with clear and practical examples for you to digest.

Price including VAT: £49.99

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The video support runs for approximately 2 1/2 hours and covers the topics that we deal with on our 2 day face to face event. All the videos are narrated by CII accredited trainers that have actually delivered the face to face event and covers not only the theory involved but also practice questions, together with the model answers explained in full. For AF2, the main areas covered are income tax theory and calculations, self assessment, CGT theory and calculations, employment law, structures and taxation of different business types, business protection and financing a business.

Also provided is a PDF file containing approximately 30 brand new AF2 standard examination questions, together with the model answers. All the questions have been placed in topic order to aid revision sessions e.g. income tax, business protection etc.

Finally a comprehensive study guide of over 30 pages, is also included which provides an alternative to the text book, however still goes deep into the theory involved along with clear and practical examples for you to digest.

Price including VAT: £49.99

Buy Now

The video support runs for approximately 3 hours and covers the topics that we deal with on our 2 day face to face event. All the videos are narrated by CII accredited trainers that have actually delivered the face to face event and covers not only the theory involved but also practice questions, together with the model answers explained in full. For AF4, the main areas covered are equity ratios, the macro economic environment, fixed interest, equities, direct property investment, EIS/VCTs, derivatives, REITs & PAIFs, investment theories. 

Also provided is a PDF file containing approximately 30 brand new AF4 standard examination questions, together with the model answers. All the questions have been placed in topic order to aid revision sessions e.g. ratios, investment trusts etc. 

Finally, a case study pack containing 7 exam standard case studies is provided along with the model answers to aid your revision. 

Price including VAT: £49.99

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The video support runs for approximately 3 hours and covers the topics that we deal with on our 2 day face to face event. All the videos are narrated by CII accredited trainers that have actually delivered the face to face event and covers not only the theory involved but also practice questions, together with the model answers explained in full. For AF7, the main areas covered are FCA regulation, Safeguarded benefits, CETV & TVC process, PIE, Death Benefits fo DB & DC, Transitional Protection, Factors affecting a DB to DC transfer, PPF and taking benefits early.

Also provided is a PDF file containing approximately 30 brand new AF7 standard examination questions, together with the model answers. All the questions have been placed in topic order to aid revision sessions e.g. income tax, CGT, IHT etc.

Finally a comprehensive study guide of over 20 pages, is also included which provides an alternative to the text book, however still goes deep into the theory involved along with clear and practical examples for you to digest.

Price including VAT: £49.99

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The video support runs for approximately 3 hours and covers the topics that we deal with on our 1 day face to face event. this video really captures the face to face environment as you actually get to meet the trainer and they will walk you through all of the content. The content will be based on the current AF5 fact find issued by the CII for the current sitting of AF5. Key technical aspects will be explained that are relevant to the clients in the fact find e.g. RNRB, trusts, income tax mitigation etc.

Support Pack:

This document has been prepared based on the fact find information provided for this exam sitting and ideally should be used in its entirety to gain the maximum benefit. The team at L&D have carefully considered the detail contained within the fact find so you will find very specific material to assist you. As with all exams, but particularly with AF5, understanding how to structure your answers to the questions posed is critical.  With this in mind we have created specific sections to help you get to grips with this challenge so please ensure you take the time to read through both the exam technique and tasks sections.  This will help to set the scene for the remainder of the pack, which will cover an overview of the detail provided within the fact find, an outline of what we consider the financial objectives could be, and most importantly, the chance to understand any technical aspects that relate to the fact find specifics.

In order to provide you with the chance to prepare for this exam in the most effective way possible, we will also have constructed a full mock exam paper for you to work through.  This will give you a true feel for the structure, weighting and range of questions you could be asked on the day itself.  To supplement this, we will provide further questions also.

Our team that provide all the technical information and exam questions, between them, have over 30 years experience in designing and delivering training material for R06. 

Price including VAT: £99.99

Buy Now

The video support runs for approximately 3 hours and covers the topics that we deal with on our 1 day face to face event. this video really captures the face to face environment as you actually get to meet the trainer and they will walk you through all of the content. The content will be based on the current R06 case study issued by the CII for the current sitting of R06. Key technical aspects will be explained that are relevant to the clients in the case study e.g. Protection, retirement, IHT, Trusts etc.

Support Pack:

This document has been prepared based on the case study information provided for this exam sitting and ideally should be used in its entirety to gain the maximum benefit.

The team at L&D have carefully considered the detail contained within the case studies so you will find very specific material to assist you.  As with all exams, but particularly with R06, understanding how to structure your answers to the questions posed is critical.  With this in mind we have created specific sections to help you get to grips with this challenge and please ensure you take the time to read through the exam technique section.  This will help to set the scene for the remainder of the pack, which will cover an overview of the detail provided within the case studies, and the chance to understand any technical aspects that relate to the fact find specifics.

In order to provide you with the chance to prepare for this exam in the most effective way possible, we have constructed a full mock exam paper for you to work through.  This will give you a true feel for the structure, weighting and range of questions you could be asked on the day itself.  To supplement this, we have provided further questions for you to practice ensuring we have covered as many angles as possible for you. 

Our team that provide all the technical information and exam questions, between them, have over 30 years experience in designing and delivering training material for R06. 

Price including VAT: £79.99

Buy Now