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%.
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
This image is for illustration purposes only. Resources are PDF downloads.
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.
Buy Now
This image is for illustration purposes only. Resources are PDF downloads.
Core Knowledge
Key to your core revision of the syllabus, this resource covers the ‘staple’ questions which make up the majority of the AF7 exam as well as a focus on understanding key calculations from across the syllabus*. You’ll find questions, answers, detailed explanations and cross-references to the relevant CII study text.
*Whilst you are unlikely to be asked to perform calculations in the exam, you do need to understand the calculation methods.
Buy Now
This image is for illustration purposes only. Resources are PDF downloads.
Revision Notes
Designed for use when you are further along with your exam studies, our revision notes are a streamlined version of the learning outcomes and exam syllabus combined with self-test questions.
Buy Now- "I was having a particular problem with one of the R0 exams needed for my Level 4 Qualification. Having failed the exam a few times and tried one or two learning sources without success I tried the Webinars offered by Brand Financial Training. They were focused and relevant and after also downloading a number of exam papers I passed at the next attempt with far more confidence! I will continue to use the learning resources and would recommend them without hesitation."
Thornton HolmesDirector, Orchid Financial Services Ltd, Peterborough - "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 JacksonPartner, Professional Practice Services, Worcestershire - "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"Scott MiddletonJ M Taylor, Aberdeen
- "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 WattsManaging Director, South West Financial Planning Ltd, Barnstaple
- "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 ManigliaWealth Management Adviser, Lloyds TSB, Bristol
- "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 ButtenMDG MK, Milton Keynes