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.
Three written coursework assignments, each typically 2,000 to 3,000 words
Recommended study hours: 150 (will vary depending on your experience and ability)
This includes a printed study text, ebook and a printable PDF (ebook and PDF available on RevisionMate, with access granted for 12 months after enrolment) with electronic updates. Updates are available for 12 months after enrolment (further details on updates are included on the title page of the study text).
Developed to assist you in understanding and learning the exam syllabus, the study text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes.
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).
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.
To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.
It is strongly recommended that you:
• print double-sided, if supported by your printer.
Candidates must complete and pass three written assignments, including any resubmissions, 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.
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 are a new customer, please make sure you provide your email address when enrolling for coursework. If you are already registered with the CII, you can check we have the correct details at www.cii.co.uk/myCII.
These updates are Learning Solutions updates for study purposes.
To view a list of the main areas of change in the 2018-19 edition, please click here
Study text updates
Chancellor's Budget/Statement and tax tables updates:
The General Data Protection Regulation (GDPR) comes into effect on 25 May 2018. Examinations will be reflective of GDPR and the Data Protection Act 2018 from 25 May 2018.
MiFID II comes into effect on 3 January 2018 and examinations will be reflective of the directive from 3 April 2018.
On the 22 November 2017, it was announced that first-time buyers would be relieved of Stamp Duty Land Tax for purchases up to a specified amount. Examinations will be reflected of this change from 22 February 2018.
Please note that the tax tables and lender’s criteria provided in the examination will state the thresholds and rates for purchasers who are NOT first-time buyers.