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AF5 - Financial Planning Process - Revision Course

Corporate Training

This interactive course is designed to accelerate candidates learning towards an exam pass. The course provides expert insight and tuition both on the technical knowledge required and the skills needed to optimise performance.

The content will cover key areas of the syllabus and areas likely to be tested for the exam. There will also be focus on exam style questions with clear debriefs to aid understanding.

The duration of each exam revision course can be tailored to the needs of your group. Typically, our AF5 exam revision courses are one to two days duration.

The objective of Financial Planning Process (AF5) is to develop an understanding of the financial planning process when giving advice to clients.

Who should attend?

If your company has a group who are studying the AF5 unit and require in-house preparation for the exam, please contact us (details below).

Summary

Duration Duration: 1 day

Attendees No of attendees: 12-16

Format Format: Online - Virtual delivery

CPD CPD: Recognised

Learning outcomes

By the end of the course, delegates will be able:

  • Demonstrate their understanding of key areas of the exam syllabus 
  • Clarify areas of the syllabus where they require further guidance 
  • Refine their exam technique and ability to identify correct answers 
  • Test their knowledge and practise with exam-style questions 

We will cover the majority of the AF5 unit learning outcomes during the course and focus on areas of most importance in the exam.

To discuss this course or your learning needs

Your CII Relationship Manager would be delighted to explore your learning needs and can draw on the expertise within the CII Learning Solutions team to support you further. 

Please speak with your Relationship manager in the first instance or contact business.enquiries@cii.co.uk for more information.