The objective of Financial Planning Process (AF5) is to develop an understanding of the financial planning process when giving advice to clients.

The objective of Investment Planning (AF4) is to develop in depth financial planning skills related to investments and the management of investment portfolios. 

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Additional revision aids.
• Assessment entry.

The objective of Personal Tax and Trust Planning (AF1) is to develop in depth financial planning skills related to personal tax and trusts.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Additional revision aids.
• Assessment entry.

The objective of Retirement Income Planning (AF8) is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. 

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of Senior Management and Supervision (AF6) is to develop the candidates' ability to apply and evaluate supervision principles and practices in a retail financial services business.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.