AF5 Financial Planning Process Revision Course

One full-day

5 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. 

Public course booking

Members: £199
Non-members: £249

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: 5 September 2025 

 Timings: 09:30 - 16:30 (UK)

 Duration: One full-day

 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: £199 Member / £249 Non-Members

Course Overview

• Exam technique
• Review of the Fact Find via group exercise and discussions
• Technical presentations based on fact find contents
• Practice questions throughout 

There will also be a focus on exam style questions with clear debriefs to aid understanding. The objective of this unit is to develop an understanding of the financial planning process when giving advice to clients.

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.