AF5 - Financial Planning Process

Douglas James Training Consultants

Course

In Cranford

£ 269 VAT inc.

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Description

  • Type

    Workshop

  • Location

    Cranford

  • Duration

    1 Day

Suitable for: Those advisers who have completed their level 4 qualifications, such as diploma in financial planning or the diploma for financial advisers and are looking to attain their advanced diploma.

Facilities

Location

Start date

Cranford (Middlesex)
See map
745 Bath Road, TW5 9QE

Start date

On request

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Course programme

This one-day workshop is designed to prepare candidates for their af5 financial planning process examination.

During the course, the trainer will take delegates through each step of the fact-find and asking for feedback from the group at each stage. Once this initial stage of the day is completed, a series of questions are completed, based on the financial objectives which are set out in the fact-find.

Prior to the course, we will send out our initial thoughts on the fact-find in the form of a high-level summary, so that delegates can use this information as part of their pre-course preparation.

See related categories

AF5 - Financial Planning Process

£ 269 VAT inc.

The best Financial Planning courses

See all

See all