CII Financial Planning Process (AF5) - Study Programme for April 2017 Examination

CII Financial Planning Process (AF5)

Study Programme for April 2017 Examination

Sheffield CII (Life & Pensions Society) are pleased to offer a one day study programme, in preparation for the April 2017 sitting of the AF5 exam, held in association with The Financial Adviser Academy.

DATES 27th March 2017

LOCATION AMP Technology Centre; Advanced Manufacturing Park, Brunel Way Rotherham, South Yorkshire S60 5WG (off J33 M1)

COST £125 including all course material

COURSE CONTENT

 Exam technique – critical for AF5

 Review of the Fact-find in teams

 Identifying the client’s objectives

 Practice questions and model answers

 Review and next steps to pass AF5

A study pack will be issued – this will be all you need to help pass the exam.

ABOUT THE TRAINER

Steve Davis is a CII -accredited trainer at advanced level with over 1,000 CII exam credits. Find out more about Steve and The Financial Adviser Academy via the following link: http://www.financialadviseracademy.org.uk/meet-the-team

HOW TO BOOK

Places on this course are expected to be extremely limited. To reserve your place or with any questions, email Owen.Wright@investecwin.co.uk or tel. 0114 275 5100.

Please note attendance will be secured only on receipt of payment of full course fee.