AF8 Retirement Income Planning

Structured Study Plan

Welcome to your Ultimate AF8 Structured Study Plan. This is a comprehensive blended-learning solution combining PDF downloads and videos written, presented, and supported by some of the best pension trainers and technicians in the UK. If this wasn’t enough, you also have access to our expertise 24/7 via our online forum, with pension specialists – not generalists – guiding you all the way.

This course doesn’t focus on teaching technical concepts. You’re 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. No cash flow model? No problem – we include a comprehensive cash flow modeler as part of the course for you to use to enhance your assignments and help you achieve that all-important pass, and 30 credits towards Chartered status.

Your course is presented by Michael Pashley and John Reynolds, and is supported on our online forum by Andrew Houghon alongside Michael and John.

John, Michael, and Andrew are all PFS Fellows and Chartered Financial Planners, with backgrounds varying across training, technical, compliance, and advice. John applies his level 7 knowledge of critical analysis learned completing his Masters in Financial Planning and Business Management to help you succeed at AF8.

We know what good critical analysis looks like, and we will point you in the right direction. Our success is proven and the destination is clear.

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