CII AF3 Exam: Pension Planning
The CII's AF3 exam is in the third exam in the Advanced Diploma in Financial Planning. It is a 3-hour exam using case studies with 3 compulsory questions and a nominal pass mark of 55%. 150 hours of study is recommended by the CII for this paper.
The exam syllabus covers HMRC's tax regime for pensions; legal framework; features and risks of defined contribution and defined benefit pensions; state benefits for retirement; early leave choices and transfer issues; features, risks and taxation issues surrounding taking income; needs and solutions for both personal and corporate customers.
We provide learning resources and materials for the AF3 exam listed below. Simply click on any item you are interested in to find out further information.
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Free AF3 mock question plus 2 full sets of 3 questions each to purchase. Our answers include cross references to the relevant CII study text. These are written by Brand Financial Training in the same style as the CII's papers, but they are not duplicates of the CII's mock papers. AF3 Pension planning |
"The Brand Financial Training mock exam questions were an invaluable part of my preparation for taking J01, J02 and AF1 together. Getting as much practice as possible at answering questions is one key to passing these exams. I was delighted to get the hat-trick and pass all 3. Many thanks to Brand Financial Training for helping me get there." Andrew Macintyre, Investment Sales Manager, Legal & General Investment Management |
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Calculation Workbooks Focussing on the calculations within the exam, our calcluation workbooks set questions and provide full step-by-step answers. These are from the relevant J0 and R0 Diploma level exams which will assist you in your studies for your AF exams. |
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Study Notes Consider our study notes your condensed and more focussed take on the CII's exam syllabus and learning outcomes. Our study notes put the exam syllabus into a sensible order, and eliminates any 'padding'. These are from the relevant J0 and R0 Diploma level exams which will assist you in your studies for your AF exams. |
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Our 'Pass Exams Easily' kit written by Genius Material shows you - step by step - exactly how to revise so that you retain 80% and more, by spending less time studying. It includes ebook, video and audio MP3. Suitable for all exams. |
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