The AF8 Retirement Income Planning unit is designed to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. It focuses on the main areas of the advice process in the current retirement planning landscape.
The unit is assessed by means of three weitten assignments, each around 2,000 to 3,000 words.
|Exam||Recommended study hours||Credits||Pass mark||National pass rate (2021)|
|AF8 Retirement income planning||150||30||50%||75.3%|
The CII recommendation is 150 hours of study time in relation to AF8, however this is only an indication of how long it may take.
Candidate unit enrolment lasts for 12 months and all assignments must be submitted and passed within that time.
All three AF8 assignments are based on the same fact find details. This fact find is available during the entire 12 month enrolment period. You can log in at any time and see this fact find and all its details in RevisionMate. Once you have enrolled onto this unit the relevant fact find will appear and stay in your RevisionMate account for a 12 month period.
Passing AF8 needs a different approach when it comes to your study plan. This is a challenging unit because it is based around three assignments that must be constructed, submitted, marked, and passed within a 12-month period. There is little examining body guidance around what good looks like, due to the perils of plagiarising.
The BTS AF8 study plan aims to set you up for first time exam success.