AF7 Structured Learning

AF7

For those who prefer a more structured (organised) approach to their revision, we have introduced this study plan to prepare for your exam in the coming months.

The syllabus will be covered gradually with the help of weekly study notes, audio and video tutorials, as well as mock exam questions which we will mark and provide feedback on. There will also be a full mock exam sent out two weeks before the main examination, again which we will mark and provide feedback on. Don’t forget we will also be available for email and telephone help as required, right up until the day of the exam

The syllabus will be delivered in bite sized chunks which will allow you to cement your learning as you progress towards the date of the exam.

Each candidate will be provided with a detailed study plan from the start so they know what to expect and when to expect it.

The syllabus will be delivered in bite sized chunks which will allow you to cement your learning as you progress towards the date of the exam.

Content covered within the syllabus

  • o Income Tax
  • o Defined Benefit Schemes (including Public Sector Schemes)
  • o Scheme Funding Levels, Incentives and Divorce
  • o Other Safeguarded Benefits
  • o Escalation And Revaluation
  • o Benefits and Drawback Of Transferring
  • o Benefits and Drawbacks Of Not Transferring
  • o Cash Equivalent Transfer Values
  • o Transfer Value Analysis System
  • o Risk and Investment Strategy
  • o Transfer Advice Process
  • o Overseas Transfers
  • o Income Withdrawal Options (post transfer)
  • o Analysing Client Circumstances
  • o Client Scenarios
  • o Permissions and Qualification Requirements
  • o Lifetime Allowance and Protection Issues
  • o State Pension Benefits

 

Good to know

Our structure leaning options will commence in July. Feel free to ask for a study plan and sample material to give you an idea of what to expect.




Purchase your Learning

Our Structured Learning course is priced at £300.

Purchase Now