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CII Personal Finance Qualifications

AF7 - Pension Transfer Advice

From:

£1,600

Duration:

1 Day

CII-AF7-001

Code:

One day revision workshop for the Chartered Insurance Institute AF7 - Pension transfers exam.

CII-AF7-001

Code:

Audience

This course is suitable for those planning on sitting the CII AF7 Pension Transfers Advanced Diploma exam.

Learning Outcomes

The condensed workshop covers the key areas of the examination curriculum to help prepare candidates for examination success.

Course Overview

Available as a condensed one-day intervention or two-day "deep dive" experience, this interactive workshop is designed to explore the exam syllabus and structure of the exam itself. Candidates will learn best practice exam techniques and receive technical support covering the main areas of the examination, namely: the regulatory background, pension transfer advice process, defined benefit schemes and safeguarded benefits, the receiving scheme and the impact of transferring risk. The workshop will explore all of the key issues and considerations surrounding transfers and how to apply suitable transfer solutions.

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