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Retirement income planning

AF8 (30 Advanced Diploma credits)

The objective of this unit is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement.  

AF8 will update and test adviser's skills in evaluating clients’ personal and financial positions as well as the application of knowledge and tools for formulating suitable strategies regarding fund withdrawals, investment risks, estate planning and other later life concerns.

 

Study text and coursework availability

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Members receive exclusive discounts on CII tuition, courses and exam entry


Coursework assessment

Members
£443.00
Non-members
£530.00
Study text (printed and ebook) and coursework package - 2017/18 edition

This includes printed study text, ebook study text and access to the coursework assignments on RevisionMate.

Coursework assignments

Candidates must complete and pass three written assignments, including any re-sits, during the 12 month enrolment period to achieve a pass in the unit. Assignments are each up to 3,000 words in length and candidates must score a minimum of 50% in each.

Marking of assignments is included with the study text enrolment fee. Should a candidate fail an assignment, a re-submission fee will apply.

Find out more at www.cii.co.uk/coursework

Important note:

• To get the most out of your enrolment please make sure we have an up-to-date valid email address for you. This will allow you to receive valuable reminders and additional information about your enrolment. If you're a new customer, please make sure you provide your email address when enrolling for coursework. If you're already registered with the CII, you can check we have the correct details at www.cii.co.uk/myCII

ebooks

ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:

  • ebooks are not pdf files and cannot be printed.
  • the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

Sample chapter download
To check that the file formats are compatible with your device/chosen e-reader software prior to purchase, click on the link below to download a free sample.

• Free sample chapters

Study text (printed and ebook) and coursework package - 2017/18 edition

This includes printed study text, ebook study text and access to the coursework assignments on RevisionMate.

Coursework assignments

Candidates must complete and pass three written assignments, including any re-sits, during the 12 month enrolment period to achieve a pass in the unit. Assignments are each up to 3,000 words in length and candidates must score a minimum of 50% in each.

Marking of assignments is included with the study text enrolment fee. Should a candidate fail an assignment, a re-submission fee will apply.

Find out more at www.cii.co.uk/coursework

Important note:

• To get the most out of your enrolment please make sure we have an up-to-date valid email address for you. This will allow you to receive valuable reminders and additional information about your enrolment. If you're a new customer, please make sure you provide your email address when enrolling for coursework. If you're already registered with the CII, you can check we have the correct details at www.cii.co.uk/myCII

ebooks

ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:

  • ebooks are not pdf files and cannot be printed.
  • the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

Sample chapter download
To check that the file formats are compatible with your device/chosen e-reader software prior to purchase, click on the link below to download a free sample.

• Free sample chapters

Introduction

CII qualifications involve the completion of one or more units, each covering an individually assessed topic. Assessment methods vary and depend on a unit's level and subject matter.


Study and assessment methods include:

  • Multiple-choice question (MCQ) exam - Study is based on a specified enrolment period, from 01 January – 31 December. MCQ exams are available weekly at UK and select non-UK online exam centres, or twice-yearly in April and October at non-UK paper-based exam centres.
  • Written exams - Study is based on a 12 month enrolment period from the date of purchase. Written exams are held twice-yearly in April and October, with the exception of unit R06 which is tested four times-yearly, at UK and non-UK exam centres.
  • Coursework assessment - Study is based on a 12 month enrolment period from the date of purchase. Three written assignments, each typically between 2,000 - 3,000 words, need to be passed.
  • Mixed assessment - Study is based on a 18 month enrolment period from the date of purchase. A combination of a single coursework assignment must be passed within the first six months and a MCQ exam passed within 18 months.
  • Dissertation assessment - Study is based on a 18 month enrolment period from the date of purchase. A dissertation, typically between 10,000 - 11,000 words, on an agreed subject must be submitted.

Find out more

It is essential that candidates familiarise themselves with the guidelines and instructions. Candidates should also familiarise themselves with the coursework and dissertation policies as well as exam policies before the assessment, and notes to results post-assessment.

Advanced Diploma in Financial Planning units

Learning solutions update

These updates are Learning Solutions updates for study purposes.

Please note that for Financial Planning examinations in the 2017/18 tax year will be examined in the October 2017 and April 2018 exam sessions.

2017-18 edition

Pdf icon small MPAA_web_update_14-12-2017

Pdf icon small AF8_2017-18_web_update_01_11-12-2017

Pdf icon small Tax Tables 2017-2018

Pdf icon small Budget Summary Autumn 2017

Pdf icon small Budget Summary Spring 2017

Pdf icon small Update to budget summary 17-03-2017

 Other information

Pdf icon small Financial services current editions