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Personal Finance Society
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Available units


There are 6 Advanced Diploma units to choose from, each covering a key advisory topic. Note, AF5 is the only compulsory unit.

 

Units Study hours Assessment format Nominal pass mark Exam sessions
AF1-AF4 150 3 hour case study based exam. 160 marks spread over three compulsory questions.  55% April/October
AF5 150 Candidates receive a 'fact find' two weeks before the examination. The examination tests key aspects of the financial planning process as applied to the client scenario. 55% April/October
AF6 150 3 hour case study based exam. 160 marks spread over 3 compulsory questions; or 55% April/October
150 3 written coursework assignments, each typically 2,000 to 3,000 words 50% n/a