The AFA section is divided into 2 parts; the first is a coursework assignment and the second is a written exam which is based upon a factfind. You will be given a 6 month time frame in which to complete the entire AFA section. It is recommended that you allocate 360 hours (approx 10 hours per week) throughout the 6 month duration.
We offer a 1 day workshop to prepare you for this exam, in this workshop you will cover:
• Analysis of the Factfind.
• Client categorisation/
• Financial planning mistakes made by consumers.
• How to structure your report.
• Tax calculations and tax planning ideas.
• What areas to consider when formulating strategies.
• Possible recommendations.
• Further information on providing the correct recommendations.
• Technical support on products and recommendations.
Advance Your Skills > Enhance Your Potential
81 Southbury Road
Tel: 0208 443 2888
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