AF7 Revision Day

MHA Tait Walker
Friday, 16 March 2018
9:30 am – 4:30 pm (UK time)

Your local PFS Committee, alongside the insurance institute of Newcastle Upon Tyne, is pleased to offer you a full day revision course for the AF7 Pensions Transfers module.

The objective of this pension transfer qualification unit is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.

AF7 brings you up-to-date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops your advice skills across a range of client circumstances and scenarios.

Successful completion of AF7 provides 20 advanced diploma credits.

Learning objectives

By the end of this course, delegates will be able to:

  • Explore the syllabus in detail
  • Clarify areas of concern in the syllabus
  • Discover what the examiner is looking for
  • Discuss common mistakes and how to avoid them
  • Explain useful revision and exam techniques.

Cost: £50 per delegate including buffet lunch.

Please note spaces will be allocated on a first come first served basis - 20 spaces are available.

Tait Walker, Bulman House, Regents Centre, Newcastle upon Tyne, NE3 4RZ (Regent Centre Metro with 5 minutes walking distance where parking is also available, no parking on site.)

Venue
  • MHA Tait Walker, Henry Street, Bulman House, Regent Centre
  • Gosforth
  • Newcastle upon Tyne
  • NE3 3LS
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CII Accredited

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

6 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.