Advanced Diploma in Financial Planning (CII L6)
AF5: Financial Planning Process
COURSE OVERVIEW
Our CII AF5 training courses are designed to help you pass the AF5 exam and advance your career.
This AF5 course is for the CII Level 6 Advanced Diploma in Financial Planning. The relevant module is ‘AF5: Financial Planning Process’.
Our CII training courses focus on sharpening your exam technique through past paper practice, helping you to boost your confidence by working on your exam technique and identifying where and how you need to improve.
AF5 courses are delivered on Microsoft Teams in the evening-time, offering you the flexibility to attend after work.
HOW DOES IT WORK?
- Decide how many AF5 sessions you wish to attend.
- Attempt the relevant practice paper which we send after enrolment.
- Submit your script by the relevant deadlines in order to receive personal feedback from your tutor.
- Attend our 2-hour Live Online Session on Microsoft Teams.
COURSE PRICING
Our AF5 course is priced at £225.00 and we offer a 5% corporate discount when 5 or more courses are booked together.
WHY CHOOSE OUR AF5 COURSE
- Precision-focussed exam training, structured to help you pass your AF5 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.
- 1 x AF5 course date designed to help you pass the exam first-time.
AF5 COURSE DATES
| Module | Tutor | Script Deadline | Discussion Session | Practice Paper |
| AF5 | Mr. Steve Davis | 1 Sep 2025 | Mon, 8th Sep 2025 | 6-8pm (GMT) | March 2025 (AF5) |
WHAT DOES OUR AF5 COURSE INCLUDE
• Upon booking for a session, you’ll receive a Mock paper (either a past AF5 exam paper or our bespoke mock paper) to attempt.
• Upon submission of your answer script, we shall mark your script and provide you with personalised feedback.
• Subsequently, there follows a Live Online group session where you’ll receive expert feedback from our tutors on common errors and suggestions for honing your exam technique.
YOUR AF5 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 AF5 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: AF5 EXAM?
The CII Level 6 Advanced Diploma in Financial Planning is a prestigious qualification that enables advisers to develop specialist planning capabilities and become a Chartered Financial Planner. The AF5 module focuses on the financial planning process, which is a crucial component to develop an understanding of the financial planning process when giving advice to clients.