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AF5 – One Day Workshop – Zoom – 1.6.2021
June 1, 2021 @ 9:30 am - 4:30 pm
AF5 Financial Planning Practice – One Day Workshop Outline
This course is designed to help candidates feel more prepared for the exam. The content will cover the key areas likely to be tested, based on the case studies relevant to the exam sitting. There will also be a focus on exam style questions with clear debriefs to aid understanding. The trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience.
9.30am – 4.30pm
• Apply appropriate exam technique when answering AF5 style questions
• Full break down of each of the relevant fact find and client aims
• Technical sessions on areas relevant to the fact find, for example Trusts, DGTs,