AF5 (Financial Planning Process) Online Training - March 2021 Exam

Monday, 22 February 2021
9:30 am – 4:30 pm (UK time)
    • 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

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

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