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CII AF7 Exam: Pension Transfers

The CII’s AF7 Pension transfers exam forms part of the Advanced Diploma in Financial Planning and the Certificate in Pension Transfer Advice. 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.

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

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Mock Exam Papers

3 full sets of multi-part questions, answers and case studies including cross references to the relevant CII study text. All questions and answers are written by Brand Financial Training and kept up-to-date to reflect changes to the exam syllabus and tax year.

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Calculation Workbook

Focussing on the calculations within the exam syllabus, the calculation workbook provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.

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Study Notes

Consider our study notes your condensed and more focussed take on the CII’s exam syllabus and learning outcomes. They put the exam syllabus into a sensible order, eliminate any ‘padding’ and come with self-test questions.

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MP3 Audio Masterclasses

Learn by listening with our MP3 masterclasses. They allow you to absorb and understand the material in digestible chunks. You can listen at home, in the car, at the gym or wherever you may be.

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  • "I have always used Brand Financial Training for the papers and practice for the exams, and I would also say that probably due to Brand Financial I have passed every exam first time and also managed to achieve the Fellowship in good time (about 30 months from starting the diploma to finishing).  I have recommended you to all who wish to sit the exams in the future."
    Brian HemmingsBrian HemmingsChartered Financial Planner, GMB Portfolio Services Ltd, Edinburgh
  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen
  • "At the age of 20 I became the youngest person to hold the CII Diploma. I achieved this through hard work and the use of resources including those provided by Brand Financial Training; in particular the mock exams, study notes and the extremely helpful Calculation Workbooks. I'm now moving forward with the Advanced Diploma and continue to use Brand Financial Training's resources to aid my progression to Chartered Status. I certainly recommend them."
    Josh ButtenJosh ButtenMDG MK, Milton Keynes
  • "As an IFA with the normal family commitments - my issue with exams is pure and simple - time. I don't have the time to spend hours reading bulky CII manuals. I don't have the time to look for 100% pass marks and I don't have the time to risk failing and having to re-sit. for me, this is where the Brand material brings enormous value: summary study notes,example calculations and practice questions all focussed on one thing that's important - getting a pass mark! ...The Brand material is the solution to any adviser in a similar postion to me. it is inexpensive, yet provides enormous value in terms of time saved and results obtained. I am more than happy to fully endorse it and say a big thank you to Catriona for her outstanding contribution to my personal achievement"
    Andrew WattsAndrew WattsManaging Director, South West Financial Planning Ltd, Barnstaple
  • "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've used your resources for 3 exams so far and have always passed first time.  I find these questions help to highlight those areas in which I am weak and which may need further study.  I also find that questions in the exam are phrased in a way that I would not normally use, and that reading mock questions helps me to be aware of and alert to these.  Your mock papers were invaluable in helping me to prepare for my exams."
    John BisattJohn BisattAdviser, Palmer Lane, Cardiff