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CII AF7 Exam: Pension Transfers

The CII’s AF7 exam is a new pension transfers exam forming part of the Advanced Diploma in Financial Planning and the Certificate in Pension Transfers. It is a 2-hour exam with 3-4 compulsory written short answer questions and 2 case study based questions.  It has a nominal pass mark of 60%. 100 hours of study is recommended by the CII for this paper.

This exam can be sat for the first time in October 2017.

The exam syllabus covers the fundamental aspects of the pension transfer process; the implications of transferring pensions between different pension types; how to advise on pension transfers relating to different client circumstances and scenarios.

Our learning resources

Product-Mock-Exam-Questions-BinderThis image is for illustration purposes only. Resources are PDF downloads.

Mock Exam Papers

3 full sets of mock papers will be available mid-2017.

  • "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."
    Giovanni Maniglia
    Giovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol