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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, during the 3 hour exam, on key aspects of the financial planning process using the ‘fact find’.

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, generic areas, potential immediate and longer-term objectives, likely questions based on assumed objectives.

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Analysis for the March 2021 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, generic areas, potential objectives, likely questions based on assumed objectives.

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Study Notes

Focus on the essential fact-find and recommendation processes for AF5 so that you can be sure of what is needed, and when – includes self-test questions.

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