AF5 (Financial Planning Process) Online Training - October 2020 Exam

Thursday, 01 October 2020 – Friday, 02 October 2020
1:30 pm – 4:30 pm
    • Steve Davis, Course Trainer, 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

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