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.

Return to Courses Overview

Book a Demo

AF4 INVESTMENT PLANNING

Buy Online Now

Get a FREE Trial

Price: £249.00 + VAT
Access Duration: 6 months

How to Purchase

Order online via our secure platform. Pay via Credit/Debit card and receive instant access to your course! We accept the following cards:

Other Courses

	AF7 Pensions Transfer – £249.00 + VAT The AF7 exam (Pensions Transfer) forms part of the Advanced Diploma in financial planning and upon successful completion … View Course…
	AF5 Financial Planning Process – £99.00 + VAT The AF5 Financial Planning Process exam focusses on the relationship between the adviser and client when delivering advice. … View Course…
	AF1 Personal Tax & Trust Planning – £249.00 + VAT The AF1 exam (Personal Tax and Trust Planning) forms part of the Advanced Diploma in Financial Planning and … View Course…

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.