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.
Please note that whilst we recommend you study each module week to week, the full learning programme is released to you upon purchase. This allows you to learn at your own pace.
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Redmill Advance is a leader in helping UK financial advice firms get their people qualified or chartered.
AF4 Investment Planning forms part of the Advanced Diploma in Financial Planning and upon successful completion will give you 30 credits at advanced level and take you a step closer to Chartered Financial Planner.
Course DetailsThe 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 DetailsThe 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.
Course DetailsRedmill Advance has been a leading provider of training & development services to the UK financial advice market since 2018 and is based in Linlithgow, Scotland.
