PFS Webinar - AF5 Financial Planning Study Half Day

Session Overview:

These study sessions are limited, only 10 places available.

Financial Planning Process (AF5)-A case study workbook is not offered for this unit as it draws together and tests your knowledge gained through study of the other AF units.

The objective for candidates is to be able to demonstrate and apply knowledge, skill and understanding of holistic financial planning based on a complete client scenario.

This exam is about report writing, but you will not be asked to write a report.

Instead, you will be asked how you would address specific client issues within the context of a report.

The activities within the exam are broken down into task-based sections that broadly follow the financial planning process.

Julia will provide the WebEx link to those who have booked onto the study sessions nearer the date.

Learning objectives:

At the end of the session attendees will be able to understand more about:

• To familiarise students with the technical aspects of the February 23 fact find

• To prepare students for the exam

Presenter: Julia Holyoake

Julia Holyoake FCII APFS Cert Ed Chartered Insurer is a highly qualified Financial Services expert with a natural enthusiasm for the subject area.

Excellent 1st time pass rate for Diploma and Advanced Diploma exams and 30 years’ experience in the industry and in designing and delivering both technical and exam based courses.