AF5 (Financial Planning Process) Online Training - March 2021 Exam
Monday, 22 February 2021
9:30 am – 4:30 pm (UK time)
Programme
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
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 www.cii.co.uk/cpd.