CII AF7 Exam: Pension Transfers
The CII’s AF7 Pension transfers exam forms part of the Advanced Diploma in Financial Planning and the Award in Regulated 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 is for you if…
You require multiple resources and wish to save money. Make use of our AF7 study kits, reducing the cost of your CII exam study with an automatic discount of 10%. Choose from our AF7 study kits with two or three resources.
This is for you if…
You want essential AF7 mock exam questions practice but you like to print out and sit mock papers with pen and paper. You will receive 3 full sets of multi-part questions, answers, and case studies in PDF format for you to print yourself, plus cross-references to the relevant CII study text.
This is for you if…
You want to practise the ‘staple’ 70-80% of questions that come up time and again. You’ll find questions, answers, detailed explanations of key calculations and methods*, 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.
This is for you if…
You are further along with your CII AF7 exam studies and are now ready to focus on a streamlined version of the AF7 exam content, combined with self-test questions, to meet the requirements of the CII AF7 learning outcomes and exam syllabus.
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Nathan Farrell
