AF8 Retirement Income Planning
The 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 Overview
The study content for AF8 focuses on the main areas of the advice process, both for people at the stage of retiring and those already in retirement.
We have put in place a comprehensive blended-learning solution combining PDF downloads and videos which are written, presented, and supported by some of the best pension trainers and technicians in the UK. Our AF8 course doesn’t focus on teaching technical concepts. You are already Level 4/6 qualified. You know technical. We focus on technique: critical analysis; sound financial planning; cash flow modelling; essay writing; and the application of technical concepts.
Our AF8 Structured Study plan includes the following modules:
- AF8 Marking Criteria
- Avoiding Collusion
- Critical Analysis
- How to write an essay
- Behavioral Finance
- Introducing Charlie
- Assignment 1
- Assignment 2
- The Financial Planning Process
- Cash Flow Modelling
- Suitability Reports
- Assignment 3
Forms part of |
The Advanced Diploma in Regulated Financial Planning |
Credit awarded |
30 |
Study hours |
150 |
Exam type |
Coursework only |
Exam content |
Three written coursework assignments, each typically 2,000 to 3,000 words |
Pass mark |
In the region of 50% |

Course Price: £299.00 + VAT
Access Duration: 12 months
How to Purchase
Order online via our secure platform. Pay via Credit/Debit card and receive instant access to your course! We accept the following cards:

Programme Details
Exam guidance
Structured, weekly learning
Downloadable workbooks
12 months access
Tracks learning progress throughout
Revisit content at any time
‘Ask the instructor’ messaging system
24-hour access to our learning platform
Reasons to use us
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Access online on any device

Exam Guides

Model Answer Assignments

Structured Learning

Timed Testing

6000+ Exam Questions across programme range

CPD Accredited
