The AF7 exam (Pensions Transfer) forms part of the Advanced Diploma in financial planning and upon successful completion will give you 20 credits at advanced level and take you a step closer to Chartered Financial Planner.
Please note that whilst we recommend you study each module week to week, the full learning programme is released to you upon purchase. This allows you to learn at your own pace.
Regulatory background and advice process
Defined benefits and safeguarded benefits
Defined benefit to money purchase transfers
Key issues for pension transfer advice
Application of advice and case studies
Review your learning and take the CII mock
Regulatory background and advice process
Defined benefits and safeguarded benefits
Defined benefit to money purchase transfers
Key issues for pension transfer advice
Application of advice and case studies
Review your learning and take the CII mock
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Redmill Advance is a leader in helping UK financial advice firms get their people qualified or chartered.
The AF5 Financial Planning Process exam focusses on the relationship between the adviser and client when delivering advice. You will be expected to demonstrate your understanding of your clients’ needs and objectives.
Course DetailsThe objective of Retirement Income Planning (AF8) is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. Upon successful completion will give you 30 credits at advanced level and take you a step closer to Chartered Financial Planner.
Course DetailsThe AF1 exam (Personal Tax and Trust planning) forms part of the Advanced Diploma in Financial Planning and upon successful completion will give you 30 credits at advanced level and take you a step closer to Chartered Financial Planner.
Course DetailsRedmill Advance has been a leading provider of training & development services to the UK financial advice market since 2018 and is based in Linlithgow, Scotland.
