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Our insurance and personal finance qualifications cater for all levels of knowledge and experience, from new entrants through to seasoned professionals. The CII qualification framework allows you to create your own learning pathway to help you achieve your chosen qualifications.
Please use the filters below to find the area and level relevant to you.
The objective of Pension Transfers (AF7) is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. This unit brings you up to date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops your advice skills across a range of client circumstances and scenarios.
The default Enrolment option for this unit includes:
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