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

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.    

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
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  • App available for download

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6000+ Exam questions

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Why our Courses?

  • Our courses are CPD accredited
  • Structured weekly learning
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  • We take you from Diploma to Chartered