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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 on our supporting exam documents page.
To help you with your study, we recommend you use the free practice tests available under the Useful Links & Downloads section on this page.
Please note: Candidates are recommended to have taken three units at advanced level before progressing to this unit. Advanced technical knowledge across taxation, trusts, pensions and investments is usually required. Depending upon the client scenario, some business planning knowledge might also be required.
Learning Outcomes
At the end of this unit, candidates will be able to research and construct a financial plan that demonstrates:
Assessment
Units treated as equivalent
Due to the extent of syllabus overlap, certain combinations of current and withdrawn units will result in only one award of credits.
If a withdrawn equivalent is held you may not need to complete a current unit in order to satisfy a qualification's completion rules. Clarification should always be sought from CII Customer Service.
Find out more about credit awards for equivalent units
Revision aid available
The revision aid available for this unit is:
AF5 Post Fact-Find Video Technical Guide
If you would like further support in order to prepare for the AF5 exam, you will be able to purchase a video guide a few weeks before each exam sitting. Available on RevisionMate, this video course covers the main areas of knowledge that might be applicable, based on the fact-find released for each exam, and is only available for that particular exam session. Details, such as pricing, will be available on the video guide shop page when the product goes live.
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These updates are Learning Solutions updates for study purposes.
Testing Position
Tax Year
The tax year 2024/2025 will be examined from 1 September 2024 until 31 August 2025.
Stamp Duty
Please note that the tax tables and lender’s criteria provided in the examination will state the thresholds and rates for purchasers who are NOT first-time buyers.