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
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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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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.
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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.
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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
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