Practical Financial Exams

Practical and Soft-Skills Qualifications for Financial Advisers

[Andrew Sheena @AndSheena83]

Great short video from Michael Pashley at @PFExams ranking different Finance Movies https://t.co/eUAi0lYvO8

For the record, my favourite out of these is definitely Boiler Room, what's yours?

[Prof Paraplanner Mag @ProfParaplanner]

In a fun article, Michael Pashley, managing director, @PFExams Practical Financial Exams, dons his pointy hat and cloak to take a look at what investment would be like in the wizarding realm of Harry Potter https://t.co/qrY2gdZR6q #investments

[Practical Financial Exams @PFExams]

We have been discussing our favourite financial movies today - what is your favourite? 📽📽📽
#financialadviser #financialplanner #moneymovies #popcornattheready #finanicalexam #financialcareer #pip #pfe #chartered #financialdiploma #financialplanning

[Practical Financial Exams @PFExams]

Congratulations to Cameron Stewart of @RussellGibsonF1 for successfully completing Assignment 1 of SCQF Level 9 Practical Investment Planning!
Fantastic work, Cameron!
#pipqualified #chartered #exams #qualifications #investment #financialplanning #financialadvice #russellgibson

[Practical Financial Exams @PFExams]

Great chat with @kgrrob at @ProfParaplanner this morning. If you're unfamiliar with this superb publication, please check it out below.
We look forward to providing you some excellent practical articles very soon!
#paraplanner #practicalfinancialadvice
https://t.co/o6G5HNEIg4

[Practical Financial Exams @PFExams]

Congratulations to Georgia Leahy of @KrestonReeves
for passing her SCQF Level 9 Practical Investment Planning!

You will always be our first ever PIP graduate!🎓
Well done. And thank you. ❤️🙏
#financialcareer #financialplanner #graduate #chartered #education #learning

[Practical Financial Exams @PFExams]

In this video, our MD Michael Pashley, explains why it is important to explain the cooling off period of any product to retail clients.
#financialplanning #softskills #virtualmeeting #investmentplanning #keyfeatures #financialadvisers #financialadvice
https://t.co/8T7iypDEGA

[Practical Financial Exams @PFExams]

Congratulations to Georgia Leahy at @KrestonReeves who has successfully completed her second assignment for SCQF Level 9 Practical Investment Planning!
#financialplanning #financialadviser #krestonreeves #financialcareer #chartered #roadtochartered #pipqualified

[Practical Financial Exams @PFExams]

We were so lucky to get time with Mike Garrett at @OrtusPsr where we explained why everyone is talking about our qualification "Practical Investment Planning"!

#financialplanning #financialexam #chartered #financialcareer #financialadvisers #paraplanners

https://t.co/KWbo04VSKM

[Practical Financial Exams @PFExams]

PFE are proud to support Sandringham Financial Partners at their National Conference on 30th Sept!
We are excited to be part of such an innovative event and can't wait to take part!
#nationalconference #virtualconference #sandringhamfinancialpartners #financialplanning #event

[Robin Powell @RobinJPowell]

Invest in a global equity index tracker, and the chances of losing ALL of your money are minuscule. “Invest” in #Bitcoin and it’s a genuine possibility

@RockWealthUK #Bitcoin #Cryptoassets #Investing https://t.co/eYFYpCA7a8

[Practical Financial Exams @PFExams]

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 candidates, and no passes. It's wonderful to see how far we've come since then.

https://t.co/82PjgTDJxq

[Practical Financial Exams @PFExams]

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 modern-day smoothed funds.

#financialplanning #FinancialAdvice

https://t.co/fGtxHYnlQq

[Practical Financial Exams @PFExams]

At PFE, we try to make technical grey areas black and white!
For clear guidance on which documents to present your retail client, click on the link below!

https://t.co/S39TskIAF2

[Practical Financial Exams @PFExams]

In this article, our MD breaks down the two main measures of volatility used by financial advisors.

Read on to find out exactly how these calculations can be used to enhance clients' portfolios!
#financialplanning #investmentplanning #clientreview
#PFE

https://t.co/PQDtN7QZnx

[Practical Financial Exams @PFExams]

A Word from our Managing Director https://t.co/jH1dWtuQPD via @PFExams

[Practical Financial Exams @PFExams]

CII Awards PIP Qualification Chartered Credits https://t.co/5J9FCP6LDt via @PFExams

[Practical Financial Exams @PFExams]

With our SCQF Level 9 Practical Investment Planning qualification now recognised prior learning for #LIBF #AdvDipFA and #Chartered status, here are SIX ways to help develop your suitability report writing.

https://t.co/ilyZxHzLKE

[Practical Financial Exams @PFExams]

You can now use our SCQF Level 9 Practical Investment Planning qualification towards #Chartered status with #LIBF.

See full press release here: https://t.co/9L8Q9eCLJo

[Practical Financial Exams @PFExams]

So you've got a set of returns for the past few years from your clients' portfolios. Great. Let's put the data to use and calculate volatility, which can in turn be used to calculate risk-adjusted returns.

Click 👇👇👇👇👇👇👇👇

https://t.co/Ic6SXmrRgV