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AF7 - Pension Transfers - Revision Course

Corporate Training

This interactive course is designed to accelerate candidates learning towards an exam pass. The course provides expert insight and tuition both on the technical knowledge required and the skills needed to optimise performance.

The content will cover key areas of the syllabus and areas likely to be tested for the exam. There will also be focus on exam style questions with clear debriefs to aid understanding.

The duration of each exam revision course can be tailored to the needs of your group. Typically, our exam revision courses are two or three days duration, depending on the subject and level of the unit.

The objective of Pension Transfers (AF7) is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. This unit brings you up to date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops your advice skills across a range of client circumstances and scenarios.

Who should attend?

If your company has a group who are studying the AF7 unit and require in-house preparation for the exam, please contact us (details below).


Duration Duration: 2 days

Attendees No of attendees: 12-16

Format Format: Online - Virtual delivery

CPD CPD: Recognised

Learning outcomes

By the end of the course, delegates will be able:

  • Demonstrate their understanding of key areas of the exam syllabus 
  • Clarify areas of the syllabus where they require further guidance 
  • Refine their exam technique and ability to identify correct answers 
  • Test their knowledge and practise with exam-style questions 

We will cover the majority of the AF7 unit learning outcomes during the course and focus on areas of most importance in the exam.

To discuss this course or your learning needs

Your CII Relationship Manager would be delighted to explore your learning needs and can draw on the expertise within the CII Learning Solutions team to support you further. 

Please speak with your Relationship manager in the first instance or contact for more information.