Practical Financial Exams

30/09/2021

What a busy day it was for the Pashley office! 😍
We had an adventure with our first outing at the Sandringham Financial Partners National Conference!
We were blown away by the response we got! Everyone was so warm and welcoming, it was a pleasure chatting to you all!

Michael delivered a truly outstanding presentation, Alan was fantastic manning the booth and it was awesome to be a part of such an exciting event!

We can't wait for next year! 🤩🤩🤩

I think we deserve some pizza now...🍕

29/09/2021

Congratulations to Cameron Stewart of Russell Gibson Financial Management Limited for successfully completing Assignment 1 of SCQF Level 9 Practical Investment Planning.

A huge congratulations, Cameron. This was a decent standard of report with some sage advice, and some of the best justification for use of a platform we've seen.

Enjoy your success, and we look forward to receiving your second assignment very soon.

The Practical Financial Exams Team

21/09/2021

Congratulations to Georgia Leahy who has successfully completed her SCQF Level 9 Practical Investment Planning qualification. You are our first PIP graduate (other than PFE staff).

We've currently got 32 outstanding finance professionals going through PIP. We're supporting two major academies in 2022. We've sold out the Fast-Track in January... But you will be the one we remember as our first ever graduate. 🎓

> Hard-copy, premium quality certificate is in the post.
> You may now use the post-nominal designation PFE(PIP)®
> You can apply for 15 CII non-unit specific credits towards your Advanced Diploma and status

Well done. And thank you. ❤️🙏

20/09/2021

In this video, our MD Michael Pashley, explains why it is important to explain the cooling off period of any recommended retail investment products to your retail client.

He also lists soft skills to look out for when delivering a virtual presentation.

Check it out below!

During the presentation meeting, it is important to explain to the client the cooling off period of any recommended retail investment products. This will be in the Key Features Document for non-PRIIPs, or the KID for PRI...

16/09/2021

Congratulations to Georgia Leahy at Kreston Reeves who has successfully completed her second assignment for SCQF Level 9 Practical Investment Planning!

Georgia, this portfolio, combined with your Assignment 1 SR, demonstrate to us that you are a superb Financial Adviser. Your employer is blessed to have you, and we know you are going to do amazing things in this profession. Well done!

13/09/2021

We were lucky enough to get some time with Mike Garrett from
Ortus Professional Services Recruitment!

He has written an article about Practical Financial Exams where our Administration Manager, Sheena Pashley, explained what the Practical Investment Planning qualification is all about!

Check it out below and please like and share our page!

One of the criticisms levelled at some of the larger financial services exam boards is their focus on technical knowledge rather than day-to-day practical skills. However, one exam board has broken this mould to offer SCQF Level 9 Practical Investment Planning – and yes, it counts towards Chartere...

10/09/2021

PFE are proud to support Sandringham Financial Partners at their National Conference on September 30th!

We are excited to be a part of such an innovative event and can't wait to take part in their virtual conference! We hope to see you there!

09/09/2021

Our qualification, Practical Investment Planning, arms aspiring financial advisers and paraplanners with practical experience!

To find out more about what PIP has to offer, go to www.practicalfinancialexams.co.uk

09/09/2021

THROWBACK THURSDAY

Put on those tendies, blast the Sea Shanty at full volume, and return to the GameStop saga from January 2021. When this was posted, we had just 9 qualification candidates, and no passes. It's wonderful to see how far we've come since then.

Please remember to like the article, comment, and follow our page!

The GameStop story that's been in the news recently is awesome. However, most UK retail financial advisers don't advise on or deal in securities, and generally recommend long-term investments to meet specified objectives...

08/09/2021

Smoothed funds? Aren't they all smoke and mirrors?

SCQF Level 9 Practical Investment Planning is, as far as we know, the ONLY qualification to feature (in detail) modern-day smoothed funds such as offered by Pru, LV, and Aviva.

Real investment planning topics for real financial advisers.

Smoothed funds are a massive area and covered in full in the Practical Investment Planning study text. But, given the amount of misunderstanding there is surrounding these investment products, we present to you 6 myths ...

07/09/2021

At PFE, we try to make technical grey areas black and white!

In this article we talk about PRIIPs and Non-PRIIPs and when they should be presented to your retail client.

For clear guidance on which documents you need to provide in your presentation and advice on what to do when you are unsure, click on the link below!
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If you're an IFA, you may be frustrated that different retail investment products and providers tend to come with different documentation. The question is: what supporting documents do you need when presenting your recom...