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Personal Finance Society
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Qualification unit
The objective of this unit is to develop in depth financial planning skills related to investments and the management of investment portfolios. Download AF4 April 2018 exam guide (PDF) Download AF4 October 2018 exam guide (PDF) Download the 2018/19 syllabus (PDF) Assessment  3 hour exam Case stu...
Technical articles | 23 Apr 2019
By the end of the first quarter of 2019, every major stock market was comfortably up for the year and several US indices were a whisker away from their all-time highs of September 2018. This is a huge change compared to the end of 2018, when investor sentiment was at rock-bottom after the worst D...
News items | 09 Apr 2019
Update from 21 March 2019 to 3 April 2019.
Technical articles | 26 Mar 2019
During 2018, the world’s central banks bought over 650 tons of gold, according to the World Gold Council. It was the second highest amount on record. Russia, Turkey, Kazakhstan and Hungary led this trend as they sold US Dollar reserves in preference for gold. One can argue about why they did this...
News items | 12 Mar 2019
Update for 21 February 2019 to 6 March 2019.
Technical articles | 26 Feb 2019
Pensions Freedoms have led to a fall in the number of retirees opting for an annuity – with clients instead favouring drawdown. A client specific retirement plan is therefore a necessity, not a luxury, in order to manage this seismic shift in retirement. Understanding how to manage investments in...
News items | 12 Feb 2019
News update for 24 January to 6 February 2019.
Technical articles | 29 Jan 2019
Her Majesty’s government has a special deal right now. Give the Treasury £100 and in 30 years’ time you will receive £64.36 back, allowing for inflation. Investors can’t get enough of it.
News items | 11 Dec 2018
News update from 22 November to 5 December 2018.
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