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Brand Financial Training > CII AF7 Pension Transfers Core Knowledge

CII AF7: Core Knowledge

  • Overview
  • Free taster
  • Full version
  • Study kits

AF7 PDF Core Knowledge

  • This is for you if… you want to practise questions that are in the style of the ‘staple’ 70-80% of questions that come up time and again
  • Free AF7 core knowledge taster
  • Over 80 pages of questions, answers, and detailed explanations of key calculations and methods
  • Uses written-style Q&A to aid understanding of core knowledge required
  • Cross-references the the relevant CII study text
  • Kept up to date to reflect changes to the exam syllabus and tax year
  • Download instantly in PDF format and print as required

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Everything you need for your best chance of passing first time
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AF7 taster core knowledge resource for free!

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AF7 PDF Core Knowledge

Valid for examinations from 1 September 2025 to 31 August 2026

AF7 Core Knowledge
£49 Inc VAT
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Save 10% with our study kit packages
Everything you need for your best chance of passing first time
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Our best value study kits

Valid for examinations from 1 September 2025 to 31 August 2026

Silver
£84.60 Inc VAT
10% OFF
£94
Multiple mock papers – essential for exam practice and pin-pointing areas where more work is needed3 Full Sets of Mock Questions +
’Staple’ questions, answers, explanations which make up the majority of the examCore Knowledge +
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Gold
£128.70 Inc VAT
10% OFF
£143
Multiple mock papers – essential for exam practice and pin-pointing areas where more work is needed3 Full Sets of Mock Questions +
’Staple’ questions, answers, explanations which make up the majority of the examCore Knowledge +
A streamlined version of the learning outcomes and exam syllabus, plus self-test questionsRevision Notes +
Add To CartAdd To Cart

What is covered?

  • Regulatory Background, Participants, and Process
  • Defined Benefit Schemes and Secured Pensions
  • Flexible Benefit Schemes and Transferring Risk
  • Key Issues Relating to Pension Transfers
  • Applying Suitable Pension Transfer Solutions

 

How will the AF7 PDF core knowledge resource help me to pass?

The CII AF7 exam has a large number of ‘staple questions’ which come up time and again in the exam paper. You should also be aware that, whilst you are unlikely to be asked to perform calculations in the exam, you need to understand the calculation methods in order to understand some of the questions. Our AF7 ‘Core Knowledge’ resource focuses on these ‘staple questions’, including questions, answers, detailed explanations, and cross-references to the relevant CII study text.

 

  • By using your revision notes, [mock] papers and calc books, I've been able to pass all my R0 exams in around 5-6 months. Honestly cannot thank Brand enough. Notes are always impeccable and customer service has always been spot on. Such an amazing service at such a reasonable price – almost feels like cheating!
    Charlie GarnerCharlie GarnerFinancial Planner, Islands FS, Buckinghamshire
  • I gained Chartered Financial Planner status in early 2017 and wanted to thank you for your support throughout my years of study to attain this qualification. It was a hard slog at times but worth it in the end. I have used Brand material for all exams, bar the G60 exam back in 1998, and have found it invaluable. It has always cut through the rather bland CII material and made study far more palatable. Brand has continued to evolve and improve the delivery of the learning material which has proved to be a fantastic investment.
    Gary FrielGary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
  • "The Brand training material certainly helps you to focus on the key information required and get straight to the salient facts. Having to read all of RO4 and JO5 was daunting but by using the notes as a guide it helped me to condense a lot of this information quickly ."
    Mandy SaundersMandy SaundersVerifier
  • "I have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"
    Paul JacksonPaul JacksonPartner, Professional Practice Services, Worcestershire
  • "I took J05 and wanted to say that I wouldn't have passed it without your help, some of the questions that came up were not studied by the CII study book. However, these areas were covered in your study material and practice questions which saved the day!"
    Deborah HughesDeborah HughesFinancial Planning Manager, Ashley Law Ltd, Crawley
  • I was told about Brand Financial Training by a colleague at work and thought it sounded too good to be true but gave it a go anyway and I'm so glad that I did! The website is really helpful to find out more information about different qualifications, pass rates and discovered that by taking one extra exam it would give me a certificate in mortgage advice which is vital for my current role. The service from Brand has been top quality from start to finish and both their products and service are second to none.
    Nathan FarrellNathan FarrellTeam Manager, London & Country, Bath

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