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Retirement income planning

AF8 (30 CII credits – Advanced Diploma level)

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.

Download the 2020/21 syllabus (PDF)

Assessment

Three written coursework assignments, each typically 2,000 to 3,000 words

The pass rate for those completing the unit in full is currently 71.5%

The nominal pass mark is 50%

Recommended study hours: 150 (will vary depending on your experience and ability)

Printed and digital options

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Enrolment (12 months)

Information Study text and assessment entry (Digital only)

  • Non-members £581.00
  • Members £474.00

Information Study text and assessment entry (Printed and digital)

  • Non-members £581.00
  • Members £474.00
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