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Retirement income planning

AF8 (30 Advanced Diploma credits)

The objective of this unit is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement.  

AF8 will update and test adviser's skills in evaluating clients’ personal and financial positions as well as the application of knowledge and tools for formulating suitable strategies regarding fund withdrawals, investment risks, estate planning and other later life concerns.

 

Study text and coursework availability

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Members receive exclusive discounts on CII tuition, courses and exam entry


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Enrolment (12 months)

Members
£455.00
Non-members
£550.00
Enrolment for AF8 includes: 2017–18 study text (printed + ebook) with updates and coursework assessment (on RevisionMate)

This includes printed study text, ebook study text and access to the coursework assignments on RevisionMate.

Coursework assignments

Candidates must complete and pass three written assignments, including any re-sits, during the 12 month enrolment period to achieve a pass in the unit. Assignments are each up to 3,000 words in length and candidates must score a minimum of 50% in each.

Marking of assignments is included with the study text enrolment fee. Should a candidate fail an assignment, a re-submission fee will apply.

Find out more at www.cii.co.uk/coursework

Important note:

• To get the most out of your enrolment please make sure we have an up-to-date valid email address for you. This will allow you to receive valuable reminders and additional information about your enrolment. If you're a new customer, please make sure you provide your email address when enrolling for coursework. If you're already registered with the CII, you can check we have the correct details at www.cii.co.uk/myCII

ebooks ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

ebooks are not pdf files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

Please note:

  • ebooks are not pdf files and cannot be printed.
  • the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

Sample chapter download
To check that the file formats are compatible with your device/chosen e-reader software prior to purchase, click on the link below to download a free sample.

• Free sample chapters

Enrolment for AF8 includes: 2017–18 study text (printed + ebook) with updates and coursework assessment (on RevisionMate)

This includes printed study text, ebook study text and access to the coursework assignments on RevisionMate.

Coursework assignments

Candidates must complete and pass three written assignments, including any re-sits, during the 12 month enrolment period to achieve a pass in the unit. Assignments are each up to 3,000 words in length and candidates must score a minimum of 50% in each.

Marking of assignments is included with the study text enrolment fee. Should a candidate fail an assignment, a re-submission fee will apply.

Find out more at www.cii.co.uk/coursework

Important note:

• To get the most out of your enrolment please make sure we have an up-to-date valid email address for you. This will allow you to receive valuable reminders and additional information about your enrolment. If you're a new customer, please make sure you provide your email address when enrolling for coursework. If you're already registered with the CII, you can check we have the correct details at www.cii.co.uk/myCII

ebooks ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

ebooks are not pdf files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

Please note:

  • ebooks are not pdf files and cannot be printed.
  • the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

Sample chapter download
To check that the file formats are compatible with your device/chosen e-reader software prior to purchase, click on the link below to download a free sample.

• Free sample chapters

Introduction

CII qualifications involve the completion of one or more units, each covering an individually assessed topic. Assessment methods vary and depend on a unit's level and subject matter.


Study and assessment methods include:

  • Multiple-choice question (MCQ) exam - Study is based on a specified enrolment period, from 01 January – 31 December. MCQ exams are available weekly at UK and select non-UK online exam centres, or twice-yearly in April and October at non-UK paper-based exam centres.
  • Written exams - Study is based on a 12 month enrolment period from the date of purchase. Written exams are held twice-yearly in April and October, with the exception of unit R06 which is tested four times-yearly, at UK and non-UK exam centres.
  • Coursework assessment - Study is based on a 12 month enrolment period from the date of purchase. Three written assignments, each typically between 2,000 - 3,000 words, need to be passed.
    Download Insurance Coursework assessment guidelines and instructions »
    Download Personal Finance Coursework assessment guidelines and instructions >>
    Download Personal Finance Coursework assignment guidelines and instructions »
  • Mixed assessment - Study is based on a 18 month enrolment period from the date of purchase. A combination of a single coursework assignment must be passed within the first six months and a MCQ exam passed within 18 months.
    Download Mixed Assessment guidelines and instructions »
  • Dissertation assessment - Study is based on a 18 month enrolment period from the date of purchase. A dissertation, typically between 10,000 - 11,000 words, on an agreed subject must be submitted.
    Download Dissertation guidelines and instructions »

It is essential that candidates familiarise themselves with the guidelines and instructions. Candidates should also familiarise themselves with the coursework and dissertation policies as well as exam policies before the assessment, and notes to results post-assessment.

Advanced Diploma in Financial Planning units

Learning solutions update

These updates are Learning Solutions updates for study purposes.

2018-19 edition

Chancellor's Budget/Statement and tax tables updates:

Pdf icon small Spring Statement 2018

Pdf icon small Tax Tables 2018-19

2017-18 edition

Pdf icon small Finance No. 2 Act 2017 Summary

Study text updates:

Pdf icon small AF8_2017-18_web_update_03_27-04-2018

Pdf icon small AF8_2017-18_web_update_02_14-02-2018

Pdf icon small MPAA_web_update_14-12-2017

Pdf icon small AF8_2017-18_web_update_01_11-12-2017

Chancellor's Budget/Statement and tax tables updates:

Pdf icon small Tax Tables 2017-2018

Pdf icon small Budget Summary Autumn 2017

Pdf icon small Budget Summary Spring 2017

Pdf icon small Update to budget summary 17-03-2017

 Other information:

Pdf icon small Financial services current editions

Qualification update

Testing Position

  • Examinations are based on the published syllabus. Syllabuses are available free of charge on the CII website www.cii.co.uk or on request.
  • It is important that you keep yourself informed of any changes which may occur affecting the units you are studying by using material suggested in the reading lists on the syllabuses in the relevant qualification section of this website.
  • The CII will do all it can to provide students enrolled on a study programme with updated materials as soon as legislative changes become known but it cannot guarantee this in time for any particular exam. Candidates should refer to the CII update website www.cii.co.uk/updates for the latest information on changes to law and practice and when they will be examined.
  • Candidates will be examined on the basis of law and practice in England unless otherwise stated.
  • Candidates must keep up to date with legislative and industry changes that occur within the tax year.
  • The general rule is that the new tax year and changes arising from the Finance Act will be examined from 1 September each year. Other changes not related to the Finance Act will be examined three months after they become legally effective.

Tax year

  • The tax year 2017/2018 will be examined from 1 September 2017 until 31 August 2018.

EU Referendum

  • On 23 June 2016, the UK voted to leave the European Union (EU).
  • The UK Government invoked 'Article 50' of the Lisbon Treaty on 29 March 2017. In doing so, the two-year negotiation period which will result in Britain leaving the EU began. This means that, at the time of publication, the UK's membership of the EU will cease on 29 March 2019.
  • Until this final 'withdrawal agreement' is entered into, the UK will continue to be a full member of the EU, compliant with all current rules and regulations, and firms must continue to abide by their obligations under UK law, including those derived from the EU, and continue with the implementation of all  legislation that is still to come into effect.
  • The longer term impact of the decision to leave the EU on the UK's overall regulatory framework will depend, in part, on the relationship agreed between the UK Government and the EU to replace the UK's current membership at the end of the 'Article 50' negotiation period.
  • Please note: The UK decision to leave the European Union will have no impact on the 2017- 2018 CII syllabuses or exams. Changes that may affect future exam syllabuses will be announced as they arise.

Data Protection

The General Data Protection Regulation (GDPR) comes into effect on 25 May 2018.  Examinations will be reflective of GDPR and the Data Protection Act 2018 from 25 May 2018.

MiFID II 

MiFID II comes into effect on 3 January 2018 and examinations will be reflective of the directive from 3 April 2018.

Stamp Duty

On the 22 November 2017, it was announced that first-time buyers would be relieved of Stamp Duty Land Tax for purchases up to a specified amount.  Examinations will be reflected of this change from 22 February 2018. 

Please note that the tax tables and lender’s criteria provided in the examination will state the thresholds and rates for purchasers who are NOT first-time buyers.