AF5 - Financial Planning Process Revision Day- 01/02/2024

Thursday, 01 February 2024
9:30 am – 4:30 pm (UK time)
    • Darren Slater FPFS, Cert SMP, CII Accredited Trainer

This course will be delivered online via Zoom.

AF5 - Financial Planning Process Revision Day

Tuesday 1st February 2024

Start Time 09:30
Finish Time 16:30

The cost is £50.00 per person for members that fall within the Insurance Institute of Newcastle upon Tyne, £75 for other members from around the UK and £100 for Non-CII/PFS members.

The trainer is a CII accredited trainer.

Learning Objectives:

  • Explore the Fact Find in detail,
  • Clarify areas of concern in the Fact Find,
  • Discover what the examiner is looking for,
  • Discuss common mistakes and how to avoid them,
  • Explain useful revision and exam techniques.

The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the February 2024 exam.

You are expected to have a good understanding of the syllabus before attending the revision day, this should not be a starting point for your revision.


Please contact Omar Din, the Professional Qualifications Officer for the Tyne Tees PFS Region on 01912268415 or if you require assistance.

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Newcastle Upon Tyne, which is acting as the host institute for this event.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

7 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at