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 |
20 |
Exam Length |
2 hours |
Exam Type |
Written |
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 |
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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