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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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    Andrew WattsAndrew WattsManaging Director, South West Financial Planning Ltd, Barnstaple
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