AF7 Pension Transfers

Passing AF7 needs a very focused approach when it comes to your study plan. This is a challenging exam with a narrow syllabus, which means candidate knowledge levels and their ability to apply this knowledge to short answer questions and case studies needs to be good. Last minute cramming will generally not result in an exam pass – a ‘little and often’ approach is recommended, as always with any advanced exam.

The BTS AF7 study plan has four steps to it; the aim being to set you up for first time exam success.

• First, we recommend candidates order and work through our study guide.
  • This gradually walks you through the exam syllabus and helps improve your exam relevant technical knowledge.
  • It will also teach you how to approach different styles of exam question in order to answer the question being asked to maximise marks achieved.
    
    
• The next step is to work through the AF7 e-Learning module.
  • This is based on five exam style case studies.
  • We would suggest you complete each one in exam style conditions
  • Model answers and BTS Hints and Tips are provided for each question.
    
    
• The next step in your study plan is to complete in exam conditions and self-mark as many past CII AF7 papers as you can.
  • This again gets you practising the key question-answering techniques that you have learned from the study guide.

• • This also highlights technical areas that still need some work.
    
    

Finally, we would suggest you attend a revision workshop for some last minute technical and question styles input.

• BTS run a remote one-day workshop usually a couple of week before the exam date.
  • This day will act as a refresher on some of the technical areas that may be examined.
  • We will discuss different possible question styles and how to approach them.
  • Workshop handouts will include relevant process / technical crib sheets that are notoriously difficult to retain. These will help with last minute key technical revision.