The Certificate in Pension Transfer Advice provides the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government’s pension reforms.

The Certificate satisfies the FCA’s qualification requirements for advising on pension transfers until October 2021.

IMPORTANT NOTICE: The Certificate in Pension Transfer Advice will be awarded for the last time on 31st August 2021

From 1st September 2021, unit AF7 will form the CII Level 6 Award in Regulated Pension Transfer Advice for those passing the assessment from this date. Please go here for details of the CII’s changes in response to FCA announcements to pension transfers qualification requirements.

The Level 4 Certificate in Securities Advice and Dealing satisfies the FCA’s qualification requirements for anyone advising or dealing in securities. Candidates will develop in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.