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.
There are 8 modules in AF5 and this course prepares you for each of these areas, the type of questions you will be answering and how to construct your answers, as well as providing you with your full case study analysis notes.
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.
Our Structured Study plan provides a blended learning package to fully prepare you for the exam, which includes:Weekly fact-finding tasksVideo tutorials to explain and bring your study to lifePrevious exam marking guidanceExaminers reports and findingsFULL analysis of the case studyTechnical notes and guidance relevant to the case studyAccess to our previous exam sessions and case study analysisAccess to this course is for 1 exam session only
Our Structured Study plan provides a blended learning package to fully prepare you for the exam, which includes:Weekly fact-finding tasksVideo tutorials to explain and bring your study to lifePrevious exam marking guidanceExaminers reports and findingsFULL analysis of the case studyTechnical notes and guidance relevant to the case studyAccess to our previous exam sessions and case study analysisAccess to this course is for 1 exam session only
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Redmill Advance is a leader in helping UK financial advice firms get their people qualified or chartered.
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.
Course DetailsThe objective of Retirement Income Planning (AF8) is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. Upon successful completion will give you 30 credits at advanced level and take you a step closer to Chartered Financial Planner.
Course DetailsAF4 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 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.
