fbpx
AF1 Personal Tax & Trust Planning

AF1 Personal Tax & Trust Planning

AF1 Personal Tax & Trust Planning The AF1 exam (Personal Tax and Trust 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...
AF4 Investment Planning

AF4 Investment Planning

AF4 Investment Planning 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. The exam is based on 6 study...
AF5 Fact Find Analysis

AF5 Fact Find Analysis

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...
AF7 Pension Transfers

AF7 Pension Transfers

AF7 Pension Transfers The AF7 exam (Pension Transfers) 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. Back to all courses...
AF8 Retirement Income Planning

AF8 Retirement Income Planning

AF8 Retirement Income Planning The 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...