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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.

Assessment

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

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

Guide for trainers (PDF)

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Enrolment (12 months)

Information Enrolment and study materials

  • Non-members £550.00
  • Members £455.00