AF8 Retirement Income Planning

We live and breathe the mission of designing study plans that deliver high-value solutions. We have put in place a comprehensive blended-learning solution combining PDF downloads and videos which are written, presented, and supported by some of the best pension trainers and technicians in the UK. Our AF8 course doesn’t focus on teaching technical concepts. You are already Level 4/6 qualified. You know technical. We focus on technique: critical analysis; sound financial planning; cash flow modelling; essay writing; and the application of technical concepts.

Our study plans have many unique elements:

  • We firmly believe in understanding, learning and practice in context;
  • Covering all the important facts
  • We believe learning is a life-long process that is never fully completed
  • Connecting with you
  • Making learning fun!
  • 12 Months Access

Structured Study Plan

Our AF8 Structured Study plan includes the following modules:

  • AF8 Marking Criteria
  • Avoiding Collusion
  • Critical Analysis
  • How to write an essay
  • Behavioral Finance
  • Introducing Charlie
  • Assignment 1
  • Assignment 2
  • The Financial Planning Process
  • The Investment Analysis Process
  • Cash Flow Modelling
  • Suitability Reports
  • Assignment 3

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