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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, using 8 compulsory questions on key aspects of the financial planning process, which are based on the ‘fact-find’. The nominal pass mark is 55%.

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 with relevant evidence; how to form a suitable financial plan; ability to explain technical terms, product features and consequences of actions; importance of documenting changes; understanding client reviews.

3 NEW ways we are supporting your AF5 revision

1 – Receive a PDF download link to our FREE AF5 How to Pass Guide via email when you make a purchase or request a free taster for any of our AF5 resources.

 

2 – Receive the webinar replay link to our FREE one-hour AF5 Exam Preparation Webinar (Held: Thursday 6 January), when you make a purchase or request a free taster for any of our AF5 resources. More info…

 

3 – Attend our LIMITED ACCESS two-hour AF5 Fact-Find Focus Webinar (Tuesday 1 February, 12:30 pm), which is available exclusively to those who purchase our AF5 Fact-Find Analysis Package. Joining details will be sent the day before the webinar. Can’t make it? No problem – a webinar replay will be made available shortly after the webinar. More info…

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 and Webinar for the February 2022 exam

Full detailed analysis of the fact-find for the forthcoming exam. Includes: client’s objectives, questions our experts think could be asked in the exam and model answers; generic questions and answers; self-test questions; past paper analysis; exam technique and exclusive access to our Fact-Find Focus Webinar.

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Revision 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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