The objective of this unit is to develop an understanding of the financial planning process when giving advice to clients.
A case study workbook is not offered for this unit as it draws together and tests your knowledge gained through study of the other AF units. You will, however, receive a 'fact-find' two weeks before the exam which you will use to draw up a financial plan in the exam. More information and the fact-find (when released) can be found on our supporting exam documents page.
Recommended study hours: 150 (will vary depending on your experience and ability)
These revision aid tests are based on previous examination guides that have been updated to the current tax year by an experienced trainer to provide a prompt for exam practice. However, please ensure that you bear in mind any changes to law, tax and practice that may have taken place since publication or update.
Delivered through RevisionMate, you will have access to the content via a structured programme over the course of the 2-week revision period between fact-find release and the exam date. The online delivery dates of the material will be made available on RevisionMate 2 weeks prior to the exam date.
Please note this product is suitable for the October 2020 AF5 examination sitting ONLY. Any video files downloaded to a computer will never expire.
There will be 3 to 4 videos that will be delivered to you e.g. retirement planning, investments, IHT etc. The approximate duration of the study programme will be 4 hours (subject to content of the released case studies).
The tax year 2020/2021 will be examined from 1 September 2020 until 31 August 2021.
On the 31 January 2020 the UK left the European Union and entered into a transitional period which ends on the 21 December 2020.
Please note: The UK’s decision to leave the European Union will have no immediate impact on CII syllabuses or examinations/coursework. Changes that may affect future syllabuses or examinations/coursework will be announced as they arise.
Please note that the tax tables and lender’s criteria provided in the examination will state the thresholds and rates for purchasers who are NOT first-time buyers.