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CII Certificate in Pension Transfers

What is the purpose of this Certificate?

The CII Certificate in Pension Transfers is for those wishing to undertake pension transfer activities.  It is also useful for candidates wishing to increase their knowledge of pension transfers.  This qualification is pending FCA approval expected in Feb 2017.  AF7 can be sat for the first time in October 2017.

 

What do I need to do to achieve this Certificate?

Four units are required to achieve the CII Certificate in Pension Transfers. These are:

CII Certificate in Pension Transfers

CriteriaDetails
Available units:R01 Financial services, regulation and ethics
R02 Investment principles and risk
R04 Pensions and retirement planning
AF7 Pension Transfers
Credits required for qualification:70
Level:4

R01 Financial services, regulation and ethics

CriteriaDetails
Credits20 - Diploma
Exam FormatOnline, 2 hours
Number of Questions100 multiple choice questions (MCQs)
Nominal pass mark65%
2016 Pass rate57.01%

R02 Investment principles and risk

CriteriaDetails
Credits20 - Diploma
Exam FormatOnline, 2 hours
Number of Questions100 multiple choice questions (MCQs)
Nominal pass mark65%
2016 Pass rate57.92%

R04 Pensions and retirement planning

CriteriaDetails
Credits10 - Diploma
Exam FormatOnline, 1 hour
Number of Questions50 multiple choice questions (MCQs)
Nominal pass mark65%
2016 Pass rate54.07%

AF7 Pension transfers

CriteriaDetails
Credits20 - Advanced Diploma
Exam Format2 hours
Number of Questions3-4 short answer questions, 2 case study based questions
Nominal pass mark60%
2016 Pass rateN/A