Advanced Diploma in Financial Planning Training (CII L6)
AF4: Investment Planning
AF4 COURSE OVERVIEW
Our CII AF4 training courses are designed to help you pass the AF4 exam and advance your career.
This AF4 course is for the CII Level 6 Advanced Diploma in Financial Planning. The relevant module is ‘AF4: Investment Planning’.
Our CII training courses focus on sharpening your exam technique through past paper practice, helping you to boost your confidence by identifying where and how you need to improve.
AF4 courses are delivered on Microsoft Teams in the evening-time, offering the flexibility to complete it after work.
HOW DOES IT WORK?
• Decide how many AF4 sessions you wish to attend.
• Attempt the relevant past or mock AF4 paper which we’ll send you upon enrolment.
• Submit your script by the relevant deadlines in order to receive personal feedback from your course tutor.
• Attend our 2-hour Live Online Session on Microsoft Teams.
COURSE PRICING
Each AF4 course is priced at £225.00 and we offer a 5% corporate discount when 5 or more courses are booked together.
WHY CHOOSE OUR AF4 COURSE
- Precision-focussed exam training, structured to help you pass your AF4 exam and advance your career.
- Marked exam papers to give you personal feedback, identify how and where you can improve and focus on your preparation.
- Live Online course on Microsoft Teams to identify common mistakes and pitfalls, clarify your questions and sharpen your exam technique.
- 2 x AF4 course dates designed to help you pass the exam first-time.
AF4 COURSE DATES
| Exam | Tutor | Script Deadline | Discussion Session | Paper |
| AF4 | Mr. Steve Davis | 3-Sep-2025 | Wed, 10th Sep 2025 | 6-8pm (GMT) | AF4 March 2025 |
| AF4 | Mr. Steve Davis | 15-Sep-2025 | Mon, 22nd Sep 2025 | 6-8pm (GMT) | Unique Mock Exam |
WHAT DOES OUR COURSE INCLUDE
• After booking a course date, you’ll receive a Mock paper (either a past AF4 exam paper or our bespoke mock paper) to attempt.
• Upon submission of your answer script for that paper, we shall mark your script and provide you with personalised feedback.
• Subsequently, there follows a 2-hour Live Online course on Microsoft Teams where you’ll receive expert feedback and guidance from our tutors, to help you pass your exam.
YOUR AF4 TUTOR
Our team includes examiners for the CII Financial Planning examinations. They provide personal feedback on your scripts, offering invaluable insights and guidance to hone your exam technique and help you to pass the AF4 exams first-time.
• Mr. Steve Davis: Chartered Financial Planner, Accredited CII Trainer and former senior CII examiner with expertise in taxation, investment and planning.
WHAT IS THE CII LEVEL 6 ADVANCED DIPLOMA IN FINANCIAL PLANNING: AF4 EXAM?
The CII Level 6 Advanced Diploma in Financial Planning is a prestigious qualification that enables advisers to develop specialist planning capabilities and become Chartered Financial Planner. The AF4 module focuses on investment planning, which is a crucial component for developing in-depth financial planning skills related to investments and the management of investment portfolios