AF5 Financial Planning Process

AF5 Financial Planning Process
AF5

AF5 Financial Planning Process

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. 

Exam format: 3-hour written exam

ExamRecommended study hoursCreditsPass markNational pass rate (2021)
AF5 Financial Planning Process1503055%63%

BTS AF5 Study Toolkit

Passing AF5 needs a ‘little and often’ approach when it comes to your study plan The BTS AF5 study plan has four parts to it; the aim being to set you up for first time exam success.

  • First, we recommend candidates order and work through our study guide (which is unique in the marketplace).
    • This gradually walks you through the exam syllabus and the questions styles that have regularly appeared in past AF5 papers.
    • It will teach you the foundations of the correct question-answering techniques, which are so important to achieve a first-time exam pass
  • The next stage is to complete in exam conditions and self-mark as many CII AF5 papers as you can.
    • This part of the plan gets you practising the key question-answering techniques that you have learned from the study guide.

The final two stages take place once the exam fact find is released, approximately two and a half weeks before the exam sitting date.

  • BTS run a remote one-day workshop based on the actual exam fact find.
    • This day walks you through some possible fact find questions and suggested answers, and covers off some of the technical areas that may appear in your exam.
  • BTS also produce a full e-Learning analysis of all the possible questions and answers that we think could be examined on the relevant AF5 fact find.
    • We include hints and tips after each question debrief, plus include relevant crib sheets on possible technical areas that could be examined.

The first step in your AF5 preparation is to work through our study guide (which is unique in the marketplace).

This gradually walks you through the exam syllabus and the questions styles that have regularly appeared in past AF5 papers. It will teach you the foundations of the correct question answering techniques, which are so important to achieve a first-time exam pass.

AF5 Financial planning process – Printed Study Guide

AF5 Financial planning process – Digital Study Guide

BTS run a remote one-day workshop based on the actual exam fact find.

This day walks you through some possible fact find questions and suggested answers, and covers off some of the technical areas that may appear in your exam. BTS will have analysed the AF5 fact find prior to the workshop, and the workshop day will involve working through model questions and answers to practice key AF5 exam techniques and technical knowledge. You will have the opportunity to ask and discuss questions in a group forum as well, to prepare for the AF5 exam sitting as much as possible.

Click here to access the current schedule of AF5 support workshops

e-Learn & Practise

BTS produce a full e-Learning analysis of all the possible questions and answers that we think could be examined on the relevant AF5 fact find.

We include hints and tips after each question debrief, plus include relevant crib sheets on possible technical areas that could be examined.

BTS AF5 designers start work on this analysis the minute the exam fact find is released. This enables the module to be available for purchase within days of the CII publishing the fact find for the exam.

AF5 Financial planning process - Fact Find Analysis e-Learning Module

Insights, help and advice for AF5

Below, you will find a range of recent articles providing insights, help and advice for this exam, we hope you find these useful. Remember if you have any questions on your journey feel free to get in touch with the BTS support team.

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