AF5 Financial Planning Process
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
AF5 Structured Study Plan
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.
Our Structured Study plan provides a blended learning package to fully prepare you for the exam, which includes:
- Weekly fact-finding tasks
- Video tutorials to explain and bring your study to life
- Previous exam marking guidance
- Examiners reports and findings
- FULL analysis of the case study
- Technical notes and guidance relevant to the case study
- Access to our previous exam sessions and case study analysis
- Access to this course is for 1 exam session only
Course Price: £209.00 + VAT
Access Duration: 6 months
How to Purchase
Order online via our secure platform. Pay via Credit/Debit card and receive instant access to your course!
This course is delivered by our sister company Expert Pensions, you will be directed to the Expert Pensions website to complete your purchase.
Programme Details
A detailed analysis of the Fact Find
Downloadable for offline learning
Freedom to revisit content at any time
Ask the instructor’ messaging system
Tracks learning progress
24-hour access to our learning platform
Operates on every device with intuitive U.I
Reasons to use us
Here’s what our students had to say…
The 1-hour seminar was exceptional! You are incredibly talented in terms of the way you present, so engaging and clear. It was the most useful call out of all the providers I have had. Most of the other calls didn’t provide much more info/thoughts than the analysis already gave. But yours was engaging and helped focus on certain areas.
Cannot thank you enough for your help. I will be spreading the word about how amazing Redmill Advance is!
Poppy Ropner - Handelsbanken Wealth & Asset Management
I want to give a special thanks to Jon Dodson at Redmill Advance for all your support. Without our 1-to-1’s I think R04 would have been the end of the road, but thanks to Jon’s persistence and profound knowledge of the material, I was able to walk in and out of the examination centre confidently and with my head held high. Thanks again for your hard work. I couldn’t have done it without you.
Davio D’Ercole - Associate Partner Practice of St James Place Wealth Management
I passed the R04 exam! Thank you for all your help, not just with the content and questions but you gave me confidence that I could pass it which meant a lot.
Rhys Melville - Financial Advisor, Woodstock Wealth Management
I passed!!!! Somehow I managed to get 80%, I thought it would be a lot lower because it was a challenging exam! I didn’t do any additional studying other than the training you provided so thank you very much!
Tom Cochran - Aspect8
I have found Redmill the most useful out of all the analyses I have, I have been so impressed with it and so grateful. Your notes were so concise and flowed incredibly well – reading almost like I was sitting in front of you and we were discussing it.
Poppy Ropner - Handelsbanken Wealth & Asset Management
I was returning to the industry after a career break and was very nervous about changes to exam requirements. I've loved every minute of learning with Redmill Advance. Great value for money and a very positive experience
Student - Studied CII Level 4 and 6 range
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