AF4 Investment Planning

AF4 Investment Planning forms part of the Advanced Diploma in Financial Planning and upon successful completion will give you 30 credits at advanced level and take you a step closer to Chartered Financial Planner. The exam is based on 6 study modules with varying emphasis given to each section.

AF4 INVESTMENT PLANNING

Course Price: £249.00 + VAT

Access Duration: 6 months

How to Purchase

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Overview

The AF4 exam (Investment Planning) forms part of the Advanced Diploma in Financial Planning and upon successful completion will give you 30 credits at advanced level and take you a step closer to Chartered Financial Planner. The exam is based on 6 study modules with varying emphasis given to each section..

Forms part of

The Advanced Diploma in Regulated Financial Planning

Credits awarded

30

Exam length

3 hours

Exam type

Written

Exam content

Case study based exam. 160 marks spread over 3 compulsory questions

Pass mark

In the region of 55%

Module 1

Cash, fixed interest and equities

Module 2

Collective investments

Module 3

Other packaged investments and property

Module 4

Economic environment and company accounts.

Module 5

Portfolio construction.

Module 6

Measuring performance

Module 7  

Consolidating learning and taking CII mock

Please note that whilst we recommend you study each module week to week, the full learning programme is released to you upon purchase. This allows you to learn at your own pace.    

Digital study support

£249.00 + VAT

Structured weekly learning

Exam guides

Weekly workbooks / study guides

Interactive e-learning

Technical video content produced by our course tutors

Mini weekly exams to consolidate learning

Weekly ‘wash-up’ videos from our course tutors recorded in the classroom

Mock exams with instant feedback from a large bank of available questions

Freedom to revisit content at any time

Freedom to re-sit exams at any time

Flexible to suit your learning needs

Tracks learning throughout

Weekly accredited CPD awarded

24-hour access to our learning platform

Operates on any device with intuitive software


Blended study support

All the benefits of the Digital study support

Plus

A full day virtual classroom session with our expert training team*

*This one-day session is designed to get you in the best possible shape for your upcoming exam. We bring together all your digital learning whilst taking a deeper dive into how to excel in your exam. This virtual classroom session gives you the opportunity to discuss and explore areas of your study directly with our expert training team

AF4 Investment Planning Course - £249.00 + VAT

  • Exam guidance on your chosen programme
  • Structured, weekly learning
  • Downloadable workbooks for offline learning
  • Assignments with model answers
  • CPD accredited material
  • Freedom to revisit content at any time
  • Flexible to suit your learning needs
  • ‘Ask the instructor’ messaging system
  • Tracks learning progress throughout
  • 24-hour access to our learning platform
  • Operates on every device with intuitive U.I
  • App available for download

Reasons to use Us

unlimited-access

Unlimited access 24-7

cpd-accredited

CPD accredited

white-label

Tutor support

exam-guides

Exam guides

structured-learning

Structured learning

exam-questions

6000+ Exam questions

model-answers

Model answer assignments

timed-testing

Timed testing

Why our Courses?

  • Our courses are CPD accredited
  • Structured weekly learning
  • Written by subject matter experts
  • We cut to the core material saving you time
  • We take you from Diploma to Chartered