AF5 Financial Planning Process
A one day course
This intensive workshop will work through the case that will be examined in the April 2017 sitting.
The exam is based on a fact find that will be issued about two weeks before the exam. It will be written in a typical “know your customer” format, but will not give you the client’s objectives. The client is usually a high net worth customer with sophisticated needs.
The exam tests your ability to give advice so will cover:
what additional information you need to give advice
what options are available that would enable the client to meet their objectives
the advantages and disadvantages of the different options
what you would recommend together with a justification
an explanation of the product you have recommended
what you would discuss at a future review
The workshop will work though the case study as a group to identify the client’s objectives, the likely questions, how they should be answered and to revise the technical points arising from these questions.
By the end of the workshop, you will be able to:
identify the likely questions
analyse how they should be answered
have an understanding of the technical points arising from these questions
The outline schedule for the day is:
9am - Registration
9.30am - Morning session
12.45 - Lunch (buffet lunch provided)
13.30 - Afternoon session
16.45 - Day finishes
There will be a 15 minute break in the morning and afternoon and refreshments will be provided throughout the day.
Full joining instructions will be sent to those who have registered, shortly before this session takes place.
If you would like to join us for this event, please click on the Book Now button below. Members will need to provide their membership number at the time of booking, so please make sure this is available.
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
6 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.