This course is suitable for those planning on sitting the CII AF7 Pension Transfers Advanced Diploma exam.
The condensed workshop covers the key areas of the examination curriculum to help prepare candidates for examination success.
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.