AF5 Shop

The AF5 Financial Planning Process is the mandatory unit of the CII’s Advanced Diploma in Financial Planning.

It’s an exam that focusses on the advice process, so is similar to the level 4 R06 exam, but AF5 asks questions relating to one fact find rather than two shorter case studies. To pass AF5, you’ll need to demonstrate detailed analysis and critical evaluation skills, as you would expect for a level 6 exam. 

Passing AF5 needs a ‘little and often’ approach when it comes to your study plan .