AF5 Financial Planning Process - April 2018

K2 Leisure Centre
Tuesday, 10 April 2018
9:00 am – 4:45 pm
    • John Trayner, CII Approved Trainer

Led by John Trayner, a CII Approved Trainer, this intensive workshop will work through the case studies that will be examined in the April 2018 sitting.

The exam is based on a fact find that will be issued approximately 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.

The session takes place at K2 Leisure Centre, Crawley and opens for registration at 9.00am for a 9.30am start and ends at 4.45pm, providing a full six hours' CPD. It costs £75 for members (non-members £95).

The course includes all tuition, tea/coffee on arrival and during formal breaks and a buffet lunch. If you would like to join us for this event, please click on the Book Now button below. (Please note, to benefit from the discounted rate, you will be required to provide your membership number at the time of booking.)

Course Objectives

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

Other Information
There is ample free on-site parking at the venue.

Please note that this event will take place on the 1st floor at K2. A lift will normally be available for delegates to access the training, but stairs will need to be used in the event of an emergency evacuation of the building.

Full joining instructions will be sent to delegates ahead of the event.

  • K2 Leisure Centre
  • Pease Pottage Hill
  • Crawley
  • RH11 9BQ
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CII Accredited

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