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  1. Business Financial Planning (AF2)

    Business Financial Planning (AF2)

    Business Financial Planning (AF2) develop in depth financial planning skills related to business.

    AF2 has now been withdrawn, following the final exam session on 26 May

    A resit opportunity is being arranged for the second half of 2021, which will only be available for students who have previously failed the unit. This will be based on the 2021/22 tax year and anyone sitting this exam session will have access to the AF2 practice texts (updated for the 2021/22 tax year).

    Please note that the case study workbook will not be updated for the new tax year.

    For further information please see our FAQs

    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Written Exam Assessment Type
    • 30 CII Credits CII Credits
  2. Financial Planning Process (AF5)

    Financial Planning Process (AF5)

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

    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  3. Investment Planning (AF4)

    Investment Planning (AF4)

    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.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  4. Personal Tax and Trust Planning (AF1)

    Personal Tax and Trust Planning (AF1)

    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.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  5. Retirement Income Planning (AF8)

    Retirement Income Planning (AF8)

    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.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  6. Senior Management and Supervision (AF6)

    Senior Management and Supervision (AF6)

    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.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits

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