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
Study hours
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

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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.

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