The video support runs for approximately 6 hours and covers the topics that we deal with on our one day face to face event. All the videos are presented live with other delegates asking the questions and they are presented by CII accredited trainers and covers not only the theory involved but also practice questions, together with the model answers explained in full. The content will be based on the current AF5 fact find issued by the CII for the current sitting of AF5. Key technical aspects will be explained that are relevant to the clients in the fact find e.g. RNRB, trusts, income tax mitigation etc.

Support Pack:

This document has been prepared based on the fact find information provided for this exam sitting and ideally should be used in its entirety to gain the maximum benefit. The team at L&D have carefully considered the detail contained within the fact find so you will find very specific material to assist you. As with all exams, but particularly with AF5, understanding how to structure your answers to the questions posed is critical. With this in mind we have created specific sections to help you get to grips with this challenge so please ensure you take the time to read through both the exam technique and tasks sections. This will help to set the scene for the remainder of the pack, which will cover an overview of the detail provided within the fact find, an outline of what we consider the financial objectives could be, and most importantly, the chance to understand any technical aspects that relate to the fact find specifics.

In order to provide you with the chance to prepare for this exam in the most effective way possible. This will give you a true feel for the structure, weighting and range of questions you could be asked on the day itself. To supplement this, we will provide further questions also.

Our team provides all the technical information and exam questions, between them, have over 30 years experience in designing and delivering training material for AF5.

Once you have purchased this product, on the day of the Fact Find release from the CII, you will receive an email with a timetable of video and PDF material delivery.