This is a single three-hour narrative exam that forms a stand-alone qualification known as the Certificate in Pension Transfers and Planning Advice. This is a graduate level (Level 6) qualification which covers all of the knowledge required to provide private clients with the highest level of service in the area of pension transfers.
The CISI recommends 200 hours of study for this unit to prepare appropriately. The pass mark is a minimum of 50% but is variable.
Areas covered in the exam
- Pensions planning and advice
- Pension transfer advice
- Financial protection
- Personal taxation
- Retirement planning and advice
Why choose to study with Glascow?
Choosing the right training provider is vital when undertaking this advanced level 6 qualification. We have developed courses to provide you with the best chances for success.
- Expert tuition in small groups of up to 12
- 24/7 email access to your tutor
- Unrivalled support to help you succeed
- Glascow Consulting is one of two CISI Premier Accredited Training Partners (ATP) offering support for this qualification.
About your tutor
Your tutor and course manager will be Cris Glascow. Cris has passed the CISI Pension Transfers and Planning Advice exam and the CII AF7 Pension Transfers exam and has also delivered CPD sessions for CISI branches about pension freedoms. In addition Cris holds the CISI level 7 Chartered Wealth Manager qualification. This experience enables Glascow to offer delegates the best opportunity for first time success with higher than national average success rates consistently achieved. Learn more about Cris Glascow.