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 |
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% |
Course Price: £109.00 + VAT
Access Duration: One exam session only
How to Purchase
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Programme Details
A detailed analysis of the Fact Find
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