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CII AF8 Exam: Retirement Income Planning

The CII’s AF8 Retirement income planning unit is a coursework-based unit forming part of the Advanced Diploma in Financial Planning.  The coursework consists of three written assignments, each between 2,500 and 3,000 words.  A minimum of 50% must achieved on each assignment.

AF8 will test an adviser’s ability to evaluate a clients’ personal and financial positions, and the ability to formulate strategies for areas such as fund withdrawals, investment risks and estate planning.

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We are currently researching what type of resources AF8 candidates may find useful for this coursework-based unit. Do email us at enquiries@brandft.co.uk with your input!

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    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
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    Josh ButtenJosh ButtenMDG MK, Milton Keynes
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    Philip DoddPhilip DoddChester
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    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen