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Personal Finance Society
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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

Membership

Members get access to a range of benefits, including quality CPD and discounts on CII exams.


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.


Assessment methods include:

  • Multiple-choice exams - the assessment method for Award, Certificate, and financial services 'R0' Diploma units assessed in the UK. Exams are delivered on-screen at a network of over 40 public centres across the UK. Sittings are available year-round, often on a weekly basis.
  • Written exams - the assessment method for some Diploma and Advanced Diploma units and all units examined outside the UK. Sittings are typically available twice-yearly in April and October at over 50 public centres throughout the UK and over 100 public centres outside the UK.
  • Coursework assessment - available for a select number of Advanced Diploma in Insurance units and the financial services unit (J09) Paraplanning, coursework assessment involves the completion of three written assignments during a 12 month period.
  • Mixed assessment - Initially introduced for unit (P92) Insurance business and finance, this has been extended to units (P05) Insurance law, (P80) Underwriting practice, (P81) Insurance broking practice and (P85) Claims practice from April 2015 and and will be extended to all Diploma in Insurance units by April 2018 (unit codes begin with the letter M). This involves the successful completion of both a coursework assignment and a multiple-choice exam. This has an 18 month enrolment period.
  • Dissertation assessment - available for the Advanced Diploma unit 991 London market insurance specialisation. This involves the submission of a dissertation proposal and an 11,000 word dissertation. This has an 18 month enrolment period. This unit should only be taken by those who have access to the necessary information and people in the London Market.

Find out more

It is essential that candidates familiarise themselves with the guidelines and instructions which are shown on the CII website under the relevant units. In addition candidates should familiarise themselves with the coursework and dissertation policies as well as exam policies (before the assessment) and notes to results (after the 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 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

Pdf icon small AF8_2017-18_web_update_01_11-12-2017

 Other information

Pdf icon small Financial services current editions