Advanced Diploma in Financial Planning (CII L6)
AF7: Pension Transfers
AF7 COURSE OVERVIEW
Our AF7 training courses (CII Level 6) are designed to help you pass the AF7 exam and advance your career.
This AF7 course is for the CII Level 6 Advanced Diploma in Financial Planning. The relevant module is ‘AF7: Pension Transfers’.
Our CII training courses focus on sharpening your exam technique through past paper practice, helping you to boost your confidence by identifying where and how you need to improve.
AF7 courses are delivered on Microsoft Teams in the evening-time, offering you the flexibility to attend after work.
HOW DOES IT WORK?
• Decide how many AF7 courses you wish to attend.
• Attempt the relevant practice paper which we send after enrolment.
• Submit your script before the deadline in order to receive personal feedback from your course tutor.
• Attend our 2-hour Live Online course.
COURSE PRICING
Our AF7 course is priced at only £225.00. We offer a 5% corporate discount for 5+ courses booked together.
WHY CHOOSE OUR AF7 COURSE
- Precision-focussed exam training, structured to help you pass your AF7 exam and advance your career.
- Marked exam papers to give you personal feedback, identify how and where you can improve and focus on your preparation.
- Live Online course on Microsoft Teams to identify common mistakes and pitfalls, clarify your questions and sharpen your exam technique.
- 2 x AF7 course dates designed to help you pass the exam first-time.
AF7 COURSE DATES
| Module | Tutor | Script Deadline | Discussion Session | Practice Paper |
| AF7 | Mr. Steve Davis | 25 Aug 2025 | Mon, 1st Sep 2025 | 6-8pm (GMT) | March 2025 (AF7) |
| AF7 | Mr. Steve Davis | 4 Sep 2025 | Thurs, 11th Sep 2025 | 6-8pm (GMT) | Unique Mock Exam |
WHAT DOES OUR AF7 COURSE INCLUDE
• After booking a course date, you’ll receive a Mock paper (either a past AF7 exam paper or our unique mock paper) to attempt.
• When you submit your script, we shall mark it and provide you with personal feedback.
• Subsequently, there follows a 2-hour Live Online course on Microsoft Teams where you’ll receive expert feedback and guidance from your tutor, to help you pass the exam.
YOUR AF7 TUTOR
Our team includes examiners for the CII Financial Planning examinations. They provide personal feedback on your scripts, offering invaluable insights and guidance to hone your exam technique and help you to pass your AF7 exam first-time.
• Mr. Steve Davis: Chartered Financial Planner, Accredited CII Trainer and former senior CII examiner with expertise in taxation, investment and planning.
WHAT IS THE CII LEVEL 6 ADVANCED DIPLOMA IN FINANCIAL PLANNING: AF7 EXAM?
The CII Level 6 Advanced Diploma in Financial Planning is a prestigious qualification that enables advisers to develop specialist planning capabilities and become Chartered Financial Planner. The AF7 module focuses on Pension Transfers, which is a crucial component to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. This module brings Learners up-to-date with the fundamental aspects of the Pension Transfer process; the implications of transferring between different types of pensions; and develops advice skills across a range of client circumstances and scenarios.