AF7 Pensions Transfer
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.  

AF7 PENSIONS TRANSFER

Price: £249.00 + VAT
Access Duration: 6 months

How to Purchase

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Overview

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.

Forms part of

The Advanced Diploma in Regulated Financial Planning

Credits 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

AF7 Pensions transfer

  • Exam guidance on your chosen programme
  • Structured, weekly learning
  • Downloadable workbooks for offline learning
  • Case studies with model answers
  • CPD accredited material
  • Freedom to revisit content at any time
  • Flexible to suit your learning needs
  • ‘Ask the instructor’ messaging system
  • Tracks learning progress throughout
  • 24-hour access to our learning platform
  • Operates on every device with intuitive U.I
  • App available for download

Reasons to use Us

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Unlimited access 24-7

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CPD accredited

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Tutor support

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Exam guides

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Structured learning

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6000+ Exam questions

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Model answer assignments

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Timed testing

Why our Courses?

  • Our courses are CPD accredited
  • Structured weekly learning
  • Written by subject matter experts
  • We cut to the core material saving you time
  • We take you from Diploma to Chartered