AF exams - which order AF4 & AF8

Hi all, is anyone doing the new AF8 exam?  I'm looking to do AF4 (investments), AF8 (retirement income planning) & AF5 (financial planning process case study).  I've just completed R04 and am wondering whether to do AF8 next or AF4.  Any thoughts?  I rang the CII for advice but it was a little inconclusive. Thanks, Emma


  • I'd suggest AF8 as R04 will be fresh in the mind, or AF7 if you get involved in retirement planning and DB pensions (even if not transferring them).

     AF4 works well if paired with J10 as you'll likely need to know a few bits from that exam. AF5 can be done anytime and is one of the most well - supported exams (lots of providers offer case study help days).

    Late to the party but looking to launch a new platform due diligence tool and consultancy business later this year - watch this space and feel free to message if you would like any initial info.

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