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Investment Planning (AF4)
The objective of Investment Planning (AF4) is to develop in depth financial planning skills related to investments and the management of investment portfolios.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only.
- Additional revision aids.
- Assessment entry.
- UK Market
- 150 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Pension Transfers (AF7)
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:
- Latest version of the core learning content, in digital format only.
- Additional revision aids.
- Assessment entry.
- UK Market
- 100 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Personal Tax and Trust Planning (AF1)
The objective of Personal Tax and Trust Planning (AF1) is to develop in depth financial planning skills related to personal tax and trusts.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only.
- Additional revision aids.
- Assessment entry.
- UK Market
- 150 Study Hours
- Written Exam Assessment Type
- English (United Kingdom) English (United Kingdom)
- Multiple enrolment options Multiple options available
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Principles of Takaful (590)
Principles of Takaful (590) provides knowledge and understanding of how and why Takaful operates as an Islamic variant of insurance; the technical and operational aspects of Takaful; and the role of Takaful in the global marketplace.
This unit will soon be withdrawn from sale.
Please note – for those who have previously purchased but not yet booked their exam, bookings can be made via MyCII. The final date you will be able to sit an 590/595 exam is 14 March 2023. Please click here for more information.
The default Enrolment option for this unit includes:
- Latest version of the core learning content, in digital format only.
- Assessment entry.
- UK Market
- 120 Study Hours
- Written Exam Assessment Type