AF5 Financial Planning Process

Expert Pensions are leading the way when it comes to study support for the AF5 Financial Planning Process exam. As soon as the CII release the case study that forms the basis of the exam our Experts will analyse the content and produce scenarios and questions that you are likely to be presented with in the exam.

We use our combined years of experience and knowledge to provide you with the very best analysis of what will be asked given the case study content. If you want to give yourself the best chance of exam success and maybe have a little bit of fun along the way too – then come and join us and we’ll make it happen together!

Our study plans have many unique elements:

  • We firmly believe in understanding, learning and practice in context;
  • Covering all the important facts
  • We believe learning is a life-long process that is never fully completed
  • Connecting with you
  • Making learning fun!

Structured Study Plan

Course Price: £209 + VAT

Access Duration: 6 months

How to Purchase

Important update – We were acquired by Redmill Advance in April 2023. This means we can offer you more courses, with more support, and a more secure infrastructure. As part of our offer some of our products will direct you to the Redmill Advance website to complete your purchase.

Order online via our secure platform. Pay via Credit/Debit card and receive instant access to your course!

£209 + VAT 

Courses to buy

AF4 Investment Planning

AF4 Investment Planning

AF1 Personal Tax and Trust Planning

AF1 Personal Tax and Trust Planning

AF5 Fact Find Analysis

AF5 Fact Find Analysis

AF7 Pension Transfers

AF7 Pension Transfers

AF8 Retirement Income Planning

AF8 Retirement Income Planning