AF7 Pension Transfers

The AF7 exam (Pension Transfers) 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.

Course Overview

Forms part of
The Advanced Diploma in Regulated Financial Planning
Credit awarded
Exam Length
2 hours
Exam Type
Exam Content
Comprising 3-4 compulsory short written answer questions and two case study based questions.
Pass Mark
In the region of 60%
Module 1
Regulatory background and advice process
Module 2
Defined benefits and safeguarded benefits
Module 3
Defined benefit to money purchase transfers
Module 4
Key issues for pension transfer advice
Module 5
Application of advice and case studies
Final Study
Review your learning and take the CII mock


AF7 Pension Transfers Course

Course Price: £299.00 + VAT

Access Duration: 6 months

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Programme Details

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Student - Studied  CII Level 4 and 6 range

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