Alice passes AF8!!

Huge congratulations to Alice who has recently passed the CII AF8 Retirement Income Planning Assessment and is one step closer to achieve her aim of becoming a chartered financial planner.

The objective of Retirement Income Planning (AF8) is to develop the advanced skills needed for advising on income planning to clients in and approaching retirement; and the growing complexities of retirement planning has resulted in an increase in the number of individuals seeking pension planning advice.

The assessment comprised of three written coursework assignment, each between 2,000 to 3,000 words. The module tested Alice’s knowledge on all aspect of pensions and retirement planning, including pension legislations, allowances, contribution limits and much more!

We are so pleased for Alice and we would like to wish her all the best as she continues her journey towards becoming a chartered financial planner.

Well done………keep going!