CII Level 6 Advanced Diploma in Financial Planning Examination Training | AF5: Financial Planning Process
WHAT WE DO:
We provide exam-focused training courses for the CII Level 6 Advanced Diploma in Financial Planning module AF5: Financial Planning Process. Our course is designed to help you boost your confidence and pass the AF5 exam by focussing on your exam technique and through practice papers.
WHY TAKE OUR AF5 COURSE:
• 2 x sessions designed to help you pass the AF5 exam first-time.
• Receive personal feedback on a past examination paper attempts and/or a bespoke mock paper designed by CII Examiners. The bespoke mock paper shall be based on the February 2025 AF5 Fact Find to ensure optimal preparation.
• Live Online group session on Microsoft Teams to debrief and to gain a better understanding of how to improve your exam preparation and how to avoid common errors.
WHAT DOES A SESSION INCLUDE
• Upon booking for a session, you’ll receive a Mock paper (either a past AF5 exam paper or our bespoke mock paper) to attempt.
• Upon submission of your answer script, we shall mark your script and provide you with personalised feedback.
• Subsequently, there follows a Live Online group session where you’ll receive expert feedback from our tutors on common errors and suggestions for honing your exam technique.
HOW DOES IT WORK?
• Decide how many AF5 sessions you wish to attend.
• Attempt the relevant past or mock AF5 paper which we’ll send you upon enrolment.
• Submit your script by the relevant deadlines in order to receive personal feedback from your course tutor.
• Attend our 2-hour Live Online Session on Microsoft Teams.
SESSION DATES:
| Exam | Tutor | Script Deadline | Discussion Session | Paper |
| AF5 | Steve Davis | 19-Jan-2025 | 28-Jan-2025 | 6-8pm | AF5 Sep 2024 |
| AF5 | Steve Davis | 2-Feb-2025 | 6-Feb-2025 | 6-8pm | Unique Mock Exam |
OUR TUTORS:
Our team includes examiners for the CII Financial Planning examinations. They provide personal feedback on your scripts, offering invaluable insights and guidance to hone your exam technique and help you to pass the AF5 exams first-time.
• Steve Davis: Chartered Financial Planner, Accredited CII Trainer and former senior CII examiner with expertise in taxation, investment and planning.
• Jason Bennett: Chartered Financial Planner and CII examiner with expertise in advanced financial planning, mortgages and pension transfers
WHAT IS THE CII LEVEL 6 ADVANCED DIPLOMA IN FINANCIAL PLANNING: AF5 EXAM?
The CII Level 6 Advanced Diploma in Financial Planning is a prestigious qualification that enables advisers to develop specialist planning capabilities and become Chartered Financial Planner. The AF5 module focuses on the financial planning process, which is a crucial component to develop an understanding of the financial planning process when giving advice to clients.