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.
We provide learning resources and materials for the AF5 exam listed below. Simply click on any item you are interested in to find out further information.
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Free AF5 mock fact find with questions and answers, plus 2 full mock papers with fact finds and questions/answers to purchase. These are written by Brand Financial Training in the same style as the CII's papers, but they are not duplicates of the CII's mock papers. AF5 Financial planning process |
"The Brand Financial Training mock exam questions were an invaluable part of my preparation for taking J01, J02 and AF1 together. Getting as much practice as possible at answering questions is one key to passing these exams. I was delighted to get the hat-trick and pass all 3. Many thanks to Brand Financial Training for helping me get there." Andrew Macintyre, Investment Sales Manager, Legal & General Investment Management |
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Success Webinars Covering the exam learning outcomes, these modular webinar series give you 24/7 online access and includes handouts, MP3 audios, study plan, cross-references with CII study text and our resources, plus more. These are from the relevant R0 Diploma level exams which will assist you in your studies for your AF exams. |
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Calculation Workbooks Focussing on the calculations within the exam, our calcluation workbooks set questions and provide full step-by-step answers. These are from the relevant J0 and R0 Diploma level exams which will assist you in your studies for your AF exams. |
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Study Notes Consider our study notes your condensed and more focussed take on the CII's exam syllabus and learning outcomes. Our study notes put the exam syllabus into a sensible order, and eliminates any 'padding'. These are from the relevant J0 and R0 Diploma level exams which will assist you in your studies for your AF exams. |
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Our 'Pass Exams Easily' kit written by Genius Material shows you - step by step - exactly how to revise so that you retain 80% and more, by spending less time studying. It includes ebook, video and audio MP3. Suitable for all exams. |
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