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.

Course Overview

Forms part of
The Advanced Diploma in Regulated Financial Planning
Credit awarded
Exam Length
3 hours
Exam Type
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 Fact Find Analysis Course

Course Price: £99.00 + VAT

Access Duration: 6 months

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Programme Details

A detailed analysis of the Fact Find

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Poppy Ropner - Handelsbanken Wealth & Asset Management

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