AF5 (Financial Planning Process) training course - October 2019 exam

Friday, 27 September 2019
9:00 am – 4:30 pm
    • Steve Davis, The Financial Adviser Academy


Standing in the examiner’s shoes

Fact-find analysis – group work

• Client objectives

• Tax

• Risk assessment

• Dealing with ‘unusual’ issues

Reviewing all technical aspects of the clients

Practice with potential questions and model answers

Exam technique rehearsed

  • AMP Technology Centre
  • Advanced Manufacturing Park, Brunel Way
  • Rotherham
  • S60 5WG
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CII Accredited

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