Financial planning process
The objective of this unit is to develop an understanding of the financial planning process when giving advice to clients.
AF5 candidates should note: A case study workbook is not offered for this unit as it draws together and tests your knowledge gained through study of the other AF units. You will, however, receive a 'fact find' two weeks before the exam which you will use to draw up a financial plan in the exam. More information and the fact find (when released) can be found in our supporting exam documents page.
To help you prepare for the AF5 examination a FREE AF5 Examination Technique Guide is available.
Free Examination Guides are available here: FREE AF5 April 2017 Examination Guide Free AF5 October 2016 Examination Guide