AF7 (Pension Transfer) training course: October 2019 exam

AMP
Thursday, 05 September 2019 – Friday, 06 September 2019
8:30 am – 4:30 pm
    • Steve Davis, The Financial Adviser Academy

Programme

DAY 1

• Sitting in the Examiner’s shoes

• The transfer process

• The Regulators

• Roles and responsibilities

• Advice process

• Key stages

• Factors to compare

• TVAS

• End of day mini-mock

DAY 2

• Review of day one mini-mock

• Implications of transfers out of DB

• Safeguarded benefits

• Receiving scheme features

• Investment and capital risk

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

Venue
  • AMP Technology Centre
  • Advanced Manufacturing Park, Brunel Way
  • Rotherham
  • S60 5WG
View map

CII Accredited

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

7 3/4 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.