CII Level 6 Advanced Diploma in Financial Planning Examination Training | AF7: Pensions transfers
WHAT WE DO:
We provide comprehensive training courses for the CII Level 6 Advanced Diploma in Financial Planning module AF7: Pensions transfers. Our course is designed to help you boost your confidence and pass the AF7 exam by focussing on your exam technique and through practice papers.
WHY TAKE OUR AF7 COURSE:
• 2 x sessions designed to help you pass the AF7 exam first-time.
• Receive personal feedback on your past paper attempt and/or a bespoke mock paper designed by our trainers.
• Live Online group session on Microsoft Teams to debrief and to gain a better understanding of how to improve your exam preparation and how to avoid common errors.
WHAT DOES A SESSION INCLUDE
• Upon booking for a session, you’ll receive a Mock paper (either a past AF7 exam paper or our bespoke mock paper) to attempt.
• Upon submission of your answer script, we shall mark your script and provide you with personalised feedback.
• Subsequently, there follows a Live Online group session where you’ll receive expert feedback from our tutors on common errors and suggestions for honing your exam technique.
HOW DOES IT WORK?
• Decide how many AF7 sessions you wish to attend.
• Attempt the relevant past or mock AF7 paper which we’ll send you upon enrolment.
• Submit your script by the relevant deadlines in order to receive personal feedback from your course tutor.
• Attend our 2-hour Live Online Session on Microsoft Teams.
SESSION DATES:
| Exam | Tutor | Script Deadline | Discussion Session | Paper |
| AF7 | Steve Davis | 16-Feb-2025 | 21-Feb-2025 | 6-8pm | AF7 Sep 2024 |
| AF7 | Steve Davis | 16-Feb-2025 | 24-Feb-2025 | 6-8pm | Unique Mock Exam |
OUR TUTORS:
Our team includes examiners for the CII Financial Planning examinations. They provide personal feedback on your scripts, offering invaluable insights and guidance to hone your exam technique and help you to pass the AF7 exams first-time.
• Steve Davis: Chartered Financial Planner, Accredited CII Trainer and former senior CII examiner with expertise in taxation, investment and planning.
• Jason Bennett: Chartered Financial Planner and CII examiner with expertise in advanced financial planning, mortgages and pension transfers.
WHAT IS THE CII LEVEL 6 ADVANCED DIPLOMA IN FINANCIAL PLANNING: AF7 EXAM?
The CII Level 6 Advanced Diploma in Financial Planning is a prestigious qualification that enables advisers to develop specialist planning capabilities and become Chartered Financial Planner. The AF7 module focuses on pension transfers, which is a crucial component to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. This unit brings you up to date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops your advice skills across a range of client circumstances and scenarios.