The objective of Retirement Income Planning (AF8) is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. Upon successful completion will give you 30 credits at advanced level and take you a step closer to Chartered Financial Planner.
The study content for AF8 focuses on the main areas of the advice process, both for people at the stage of retiring and those already in retirement.
We have put in place a comprehensive blended-learning solution combining PDF downloads and video tutorials to guide you through your assignments. Our AF8 course doesn’t focus on teaching technical concepts. We focus on technique: critical analysis; sound financial planning; essay writing; and the application of technical concepts.
Please note that whilst we recommend you study each module week to week, the full learning programme is released to you upon purchase. This allows you to learn at your own pace.
Our AF8 Structured Study plan includes the following modules:
Our AF8 Structured Study plan includes the following modules:
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Redmill Advance is a leader in helping UK financial advice firms get their people qualified or chartered.
The AF5 Financial Planning Process exam focusses on the relationship between the adviser and client when delivering advice. You will be expected to demonstrate your understanding of your clients’ needs and objectives.
Course DetailsThe AF7 exam (Pensions Transfer) forms part of the Advanced Diploma in financial planning and upon successful completion will give you 20 credits at advanced level and take you a step closer to Chartered Financial Planner.
Course DetailsThe AF5 Financial Planning Process exam focusses on the relationship between the adviser and client when delivering advice. You will be expected to demonstrate your understanding of your clients’ needs and objectives. This exam draws upon the knowledge gained through other AF learning programmes.
Course DetailsRedmill Advance has been a leading provider of training & development services to the UK financial advice market since 2018 and is based in Linlithgow, Scotland.
