AF7 Revision Workshop
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.
Maximise your chances of exam success!
This session will be as practical as possible, bringing you close to the regulatory environment, process and specific client considerations when assessing the suitability of a transfer – we’ll frame this in the format of examination questions. Importantly, we’ll spend time looking at the ever-changing legislative environment that impacts transfer advice and how this has changed the way that advisers interact with their clients.
In this workshop we will
- Review key learning points from the syllabus
- Practice and debrief examination questions
- Assess what the examiner is looking for
- Share guidance on making the most out of your study time
- Build an approach to the examination that allows you to do yourself justice on the day
Our Tutors
Our tutors have decades of experience in delivering regulated exam training and have supported thousands of students through diploma and advanced level exams. They are experts in preparing you for exam day and will maximise your chances of exam success.
Workshop Price: £200.00 + VAT
Location: Online
Date: Friday 15th September
Duration: One-day workshop – 9:30 AM – 16:30 PM
How to Purchase
Order online via our secure platform. Pay via Credit/Debit card, we accept the following cards:
AF7 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 |
Recommended additional support
We recommend our digital support package to compliment this webinar. You can find more information on the course here
Workshop Price: £200.00 + VAT
Location: Online
Date: Friday 15th September
Duration: One-day workshop – 9:30 AM – 16:30 PM
How to Purchase
Order online via our secure platform. Pay via Credit/Debit card, we accept the following cards:
Reasons to use us
Here’s what our students had to say…
The 1-hour seminar was exceptional! You are incredibly talented in terms of the way you present, so engaging and clear. It was the most useful call out of all the providers I have had. Most of the other calls didn’t provide much more info/thoughts than the analysis already gave. But yours was engaging and helped focus on certain areas.
Cannot thank you enough for your help. I will be spreading the word about how amazing Redmill Advance is!
Poppy Ropner - Handelsbanken Wealth & Asset Management
I want to give a special thanks to Jon Dodson at Redmill Advance for all your support. Without our 1-to-1’s I think R04 would have been the end of the road, but thanks to Jon’s persistence and profound knowledge of the material, I was able to walk in and out of the examination centre confidently and with my head held high. Thanks again for your hard work. I couldn’t have done it without you.
Davio D’Ercole - Associate Partner Practice of St James Place Wealth Management
I passed the R04 exam! Thank you for all your help, not just with the content and questions but you gave me confidence that I could pass it which meant a lot.
Rhys Melville - Financial Advisor, Woodstock Wealth Management
I passed!!!! Somehow I managed to get 80%, I thought it would be a lot lower because it was a challenging exam! I didn’t do any additional studying other than the training you provided so thank you very much!
Tom Cochran - Aspect8
I have found Redmill the most useful out of all the analyses I have, I have been so impressed with it and so grateful. Your notes were so concise and flowed incredibly well – reading almost like I was sitting in front of you and we were discussing it.
Poppy Ropner - Handelsbanken Wealth & Asset Management
