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Access Duration: 6 months
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AF7 Pensions Transfer – £249.00 + VAT The AF7 exam (Pensions Transfer) forms part of the Advanced Diploma in financial planning and upon successful completion … View Course… |
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AF4 Investment Planning – £299.00 + 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 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% |
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