AF5 Fact Find Analysis
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 FACT FIND ANALYSIS

Course Price: £99.00 + 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

The AF7 exam (Pensions Transfer) forms part of the Advanced Diploma in financial planning and upon successful completion …
View Course…

AF7 – CLASSROOM EVENT + DIGITAL LEARNING PROGRAMME WEDNESDAY 15th SEPTEMBER 2021 **SOLD OUT**  PLEASE REGISTER YOUR INTEREST …
View Course…

AF5 – CLASSROOM EVENT + FACT FIND ANALYSIS TUESDAY 28TH SEPTEMBER 2021   Who is this course for …
View Course…

The AF4 exam (Investment Planning) forms part of the Advanced Diploma in Financial Planning and upon successful completion …
View Course…

AF4 – CLASSROOM EVENT + DIGITAL LEARNING PROGRAMME WEDNESDAY 29TH SEPTEMBER 2021   The AF4 exam (Investment Planning) …
View Course…

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.

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%

Digital study support

£99.00 + 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

AF5 Financial Planning Process - £99.00 + VAT

  • 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
  • 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