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 and 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
  • Weekly email to keep you on track
  • 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 the our previous exam sessions case study analysis
  • Forum access to ‘ask the expert’ and interact with fellow students
  • Access to this course is for 1 exam session only
AF5 Financial Planning Process Course

Course Price: £269.00 + 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

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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!

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Poppy Ropner - Handelsbanken Wealth & Asset Management

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Student - Studied  CII Level 4 and 6 range

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