CII Pension Planning (AF3) Study Programme – April 2017
CII Pension Planning (AF3) Study Programme – April 2017 Exam
Sheffield CII (Life & Pensions Society) are pleased to offer a three-day study programme in preparation for the April 2017 sitting of the AF3 exam, in association with The Financial Adviser Academy.
DATES 3rd, 10th & 17th March 2017
LOCATION AMP Technology Centre; Advanced Manufacturing Park, Brunel Way Rotherham, South Yorkshire S60 5WG (off J33 M1)
COST £375 including all course material
COURSE CONTENT
| DAY 1 | DAY 2 | DAY 3 |
| Exam technique | Review of mini-mock | Review of mini-mock |
| Annual allowance: MPAA Tapering Carry forward | Early leaver rights Transfers PPF Trustee issues | Lifetime allowance PCLS and fund protection Benefit options |
| Tax relief | SSAS vs SIPP | Drawdown / UFPLS |
| Death benefits | State pensions | Triviality |
| Set mini-mock and work for day 2 | Set mini-mock and work for day 3 | Final review and next steps to passing |
ABOUT THE TRAINER
Steve Davis is a CII -accredited trainer at advanced level with over 1,000 CII exam credits. Find out more about Steve and The Financial Adviser Academy via the following link: http://www.financialadviseracademy.org.uk/meet-the-team
HOW TO BOOK
Places on this course are expected to be extremely limited. To reserve your place or with any questions, email Owen.Wright@investecwin.co.uk or tel. 0114 275 5100.
Please note attendance will be secured only on receipt of payment of full course fee.