AF5 Financial Planning Process
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. Please note, due to the nature of this exam and to ensure a speedy release we have released the analysis in PDF format. You get the same detailed technical content but to get it to you in the shortest possible time frame we elect not to spend time re formatting the content into our usual Redmill design templates.

AF5 FINANCIAL PLANNING PROCESS

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Access Duration: 6 months

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Overview

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.

Please note: due to the nature of this programme no free trial version is available.

 

Forms part of

The Advanced Diploma in Regulated Financial Planning

Credits awarded

30

Exam length

3 hours

Exam type

Written

Exam content

Candidates receive a fact find two weeks before the examination. The exam tests key aspects of the financial planning process as applied to the client scenario.

Pass mark

In the region of 55%

AF5 Financial Planning Process October 2018

  • A detailed analysis of the Fact Find
  • Downloadable for offline learning
  • Freedom to revisit content at any time
  • ‘Ask the instructor’ messaging system
  • Tracks learning progress throughout
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