Financial Services Training, Consulting and Management from The Financial Services Training College

Who Are We? Project Experience Performance

Training Courses Certificate in Financial Administration

Certificate in Financial Planning

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Overview CF1 - UK Financial Services regulation and ethics FA1 - Life office administration FA2 - Pensions Administration

Overview CF1 - UK Financial Services regulation and ethics CF2 - Investment and Risk CF3 - Financial Planning CF4 - Retirement Planning CF5 - Integrated Financial Planning CF6 - Mortgage Advice ER1 - Equity Release CF8 - Long Term Care Insurance HR1 - Home Revision Plans

Overview J01 - Personal Taxation J02 - Trusts J03 - Business Taxation J04 - Pension Funding J05 - Pension Income J06 - Investment J07 - Supervision in a Regulated Environment

Overview AF1 - Personal tax and trust planning AF2 - Business Financial Planning AF3 - Pension Planning AF4 - Investment Planning AF5 - Financial Planning Process

Consultancy Services Item Bank Management and Writing

Outsourcing Management Development

Skills Development

Overview Quality Assurance

Stategic Business Planning Managing Change to Process to Outcome Management Competency Management Key Control and Performance Measures Workshop

AF5 – Financial Planning Process

At the end of this unit, candidates will be able to apply the financial planning process to a complete client scenario. Client requirement will cover tax, pension, retirement and investment issues. Some corporate planning knowledge may also be required depending upon the client requirements

How is it examined?
3 hours, case study approach. Candidates receive a “fact find” two weeks before the examination. The examination tests key aspects of the financial planning process as applied to the client scenario. Pass mark is around 55%.

For information on taking this course, please complete the form below or contact us using the details provided.

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Contacting Us:
Tel: +44 (0) 1786 449329
Fax: +44 (0) 5603 113491
Email: info@fstcollege.com