AF7 - Revision Part 2

Thursday, 08 October 2020
1:00 pm – 4:00 pm
    • Julia Holyoake

Session

Date

Venue

Subject

CII Chapter

Revision Session One

Friday 2nd October 2020

13:00-16:00

Remote

Regulatory Background

Transfer Advice Process

DB & DC schemes

1

2

3,4

Revision Session Two

Thursday 8th October 2020

13.00 – 16.00

Remote

Key Issues for Transfers;

Advice & Solutions

5

6

EXAM

12th October 2020

Remote

Sit Examination

• To review the exam techniques required for AF7

• To understand the key elements of the regulations surrounding pension transfers

• To know the main knowledge requirements for the other examinable areas

Julia Holyoake FCII APFS Cert Ed Chartered Insurer is a highly qualified Financial Services expert with a natural enthusiasm for the subject area. Excellent 1st time pass rate for Diploma and Advanced Diploma exams and 30 years’ experience in the industry and in designing and delivering both technical and exam based courses.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.