AF5 - Financial Planning Process
Course
In Cranford
Description
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Type
Workshop
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Location
Cranford
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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
Start date
Reviews
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.
AF5 - Financial Planning Process