AF4 Investment Planning Revision Course
16 & 17 September 2025, 09:30-16:30 (UK)
Two full days
16 & 17 September 2025, 09:30-16:30 (UK)
This online revision course is designed to help you feel more prepared for your exam. The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding.
Public course booking
Members: £299
Non-members: £349
To book this course for yourself or up to 6 Delegates, please complete the below form:
Corporate (In-house) training
To book this for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest :
Summary
Dates: 16 & 17 September 2025
Timings: 09:30 - 16:30 (UK)
Duration: Two full days
No of attendees: 12-16
Format: Online - Interactive virtual delivery
CPD: Recognised - Certificate of attendance supplied
Trainer: Your trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online training session, ensuring all candidates are fully engaged to maximise the learning experience.
Price: £299 Member / £349 Non-Members
Course Overview
- Exam technique
- The Macro Economic Environment
- The equity formulae
- Direct Asset Classes i.e. cash, fixed interest, equities and property
- The investment theories
- The investment products
- Performance measurement and attribution
The objective of AF4 Investment Planning unit is to develop in depth financial planning skills related to investments and the management of investment portfolios.
Your course will be interactive, with the use of screen share, virtual whiteboards, polls/quizzes and breakout rooms for smaller group discussions. You will also receive a recording of the entire workshop post course, along with all supporting documents used.
The maximum continuous screen time during any session will be 45 minutes and the day will have plenty of breaks.
Corporate Solutions
We are able to offer this workshop specifically for your company as a In-House / Corporate training session for a set fee.
We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical areas. A full list of courses can be viewed in our 2025 Training Catalogue.
Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk
Public course booking form
Corporate (In-house) training
Interested in other courses?
For enquiries about this workshop, please email to: business.enquiries@cii.co.uk
Please note: The price of the workshop is based on British Pound Sterling. The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.
CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.
We reserve the right to postpone the above published dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.
Can't attend on this date? Register your interest in other training courses and future dates.
Please ensure you refer to our terms and conditions before booking on to any of our training courses. By booking on to this course, you are agreeing to our terms and conditions and for your information to be shared with our training provider.
IMPORTANT: You will need to enroll for the AF4 Exam separate to this Revision course. Refer to our important exam deadlines