Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again

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