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CII AF5 Exam: Financial Planning Process

The CII’s AF5 exam is the final exam in the CII Advanced Diploma in Financial Planning. Candidates are sent a ‘fact find’ two weeks prior to their exam date. The candidate is then examined on key aspects of the financial planning process using the ‘fact find’. This exam has a nominal pass mark of 55% and the CII recommends that candidates study for around 150 hours.

The exam syllabus covers the relationship and responsibilities between adviser and client and the need for a planning brief; remuneration strategies; evaluation of client’s objectives; understanding of assumptions; understanding of a client’s financial status; understanding risk; options available to the client; how for form a suitable financial plan; ability to explain technical terms, product features and consequences of actions; importance of documenting changes; understanding client reviews.

Our learning resources

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Past Analyses from earlier exam sittings

Full detailed analysis of the fact-finds issued by the CII for earlier exams plus types of questions and examiner’s comments, exam technique, past paper analysis, potential immediate and longer-term objectives, likely questions based on assumed objectives.

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Analysis for the October 2019 exam sitting

Full detailed analysis of the fact-find issued by the CII for the next exam sitting plus types of questions and examiner’s comments, exam technique, past paper analysis, potential objectives, likely questions based on assumed objectives.

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Study Notes

Your condensed and more focused take on the fact-find and recommendation processes so that you can be sure of what is needed, and when – includes self-test questions.

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