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
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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.
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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
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Poppy Ropner - Handelsbanken Wealth & Asset Management
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Student - Studied CII Level 4 and 6 range
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