AF3 Revision Course
The course will advise what subjects you should be studying as well as what the examination looks like. It will also advise you where the most marks are to be gained - structuring your AF3 exam study and setting you on the right path to the October exam.
Learning objectives:
At the end of this event you will be able to identify:
The needs of complex clients
Appropriate pension solutions based upon a detailed understanding and analysis of the HM Revenue & Customs (HMRC) tax regime as it applies to transitional protections
ension contribution limits, allowances, tax reliefs, money purchase and occupational pension scheme annual allowance calculations, tax charges and describe appropriate charge repayment options for clients.
The course will be delivered by John Reynolds who is widely acknowledged as a leading tutor in CII pension exams and regularly delivers successful AF exam tutorial workshops for PFS regions throughout the UK including Glasgow, Manchester, Liverpool and Southampton. He also offers training for R0 and AF exams from the Bathgate HQ of expertpensions.co.uk
To book a place on this event please contact Lindsay Williamson at lindsaywilliamson@hotmail.co.uk
We are limited to 20 people for each event - book now to avoid disappointment. Coffee and tea will be served at the start and half way through the session.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.
