AF5 Fact Find Analysis + Classroom Day

The AF5 Financial Planning Process exam focusses on the relationship between the adviser and client when delivering advice. You will be expected to demonstrate your understanding of your clients’ needs and objectives. This exam draws upon the knowledge gained through other AF learning programmes.

   

AF5 CLASSROOM EVENT + FACT FIND ANALYSIS

Course Price: £259 + VAT

Access Duration:

How to Purchase

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Overview

AF5 – CLASSROOM EVENT + FACT FIND ANALYSIS

TUESDAY 28TH SEPTEMBER 2021

 

Who is this course for

The AF5 Financial Planning Process exam focusses on the relationship between the adviser and client when delivering advice. You will be expected to demonstrate your understanding of your clients’ needs and objectives. This exam draws upon the knowledge gained through other AF learning programmes. This programme is for aspiring Chartered Financial Planners.

What you get with this package 

  1. Our detailed AF5 analysis document which usually runs into around 60 pages and 20,000+ words of detailed analysis. You get this approximately 5 days after the CII release their Fact Finds.
  2. A full day of a virtual classroom with our expert training team, via Zoom 9:30 am – 4:30 pm

Can you get the detailed fact find analysis without the classroom day

You can. Just head to our courses page and you can purchase the analysis separately from there. You can find that page HERE

What’s the aim of the classroom session 

To get you exam ready and vastly increase your chances of passing! We cover all the key elements of the fact finds and our analysis but in addition take you through practical steps on how to apply yourself in the exam itself.

Forms part of

The Advanced Diploma in Regulated Financial Planning

Credits awarded

30

What you get 

A detailed analysis of the AF5 fact finds PLUS a full days virtual classroom session covering key areas of the fact find analysis

Maximum attendees 

10

You tutor for this event 

A fellow and Chartered Planner with 20 + years of experience in AF exam training.

Our AF5 pass rates

 

Our 2020 pass rate for AF5  is 81%

Digital study support

£259 + 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

AF5 Fact Find Analysis + Classroom Day - £259.00 + VAT

  • A detailed analysis of the Fact Find
  • Downloadable for offline learning
  • Freedom to revisit content at any time
  • A full days virtual classroom session
  • ‘Ask the instructor’ messaging system
  • Tracks learning progress throughout
  • 24-hour access to our learning platform
  • Operates on every device with intuitive U.I

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