Course Price: £249.00 + VAT
Access Duration: 6 months
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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… |
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AF4 Investment Planning – £249.00 + VAT The AF4 exam (Investment Planning) forms part of the Advanced Diploma in Financial Planning and upon successful completion … View Course… |
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The AF7 exam (Pensions Transfer) forms part of the Advanced Diploma in financial planning and upon successful completion will give you 20 credits at advanced level and take you a step closer to Chartered Financial Planner.
Forms part of |
The Advanced Diploma in Regulated Financial Planning |
Credits awarded |
20 |
Exam length |
2 hours |
Exam type |
Written |
Exam content |
Comprising 3-4 compulsory short written answer questions and two case study based questions |
Pass mark |
In the region of 60% |
Module 1 |
Regulatory background and advice process |
Module 2 |
Defined benefits and safeguarded benefits |
Module 3 |
Defined benefit to money purchase transfers |
Module 4 |
Key issues for pension transfer advice |
Module 5 |
Application of advice and case studies |
Final Study |
Review your learning and take the CII mock |
£249.00 + 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
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
Reasons to use Us
Unlimited access 24-7
CPD accredited
Tutor support
Exam guides
Structured learning
6000+ Exam questions
Model answer assignments
Timed testing