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Unit AF5 – Financial planning process October 2017 ...

AF5 Advanced Diploma in Financial planning Unit AF5 Financial planning process October 2017 Examination Guide SPECIAL NOTICES Candidates entered for the April 2018 examination should study this examination guide carefully in order to prepare themselves for the examination. Practice in answering the questions is highly desirable and should be considered a critical part of a properly planned programme of examination preparation. AF5 October 2017 Examination Guide 2 AF5 Financial planning process Contents Important guidance for candidates 3 Examiner comments 8 Fact-Find 11 Question paper 22 Model answers 28 Tax tables 34 Published March 2018 Telephone: 020 8989 8464 Fax: 020 8530 3052 Email: The Chartered Insurance Institute 2018 AF5 October 2017 Examination Guide 3 IMPORTANT GUIDANCE FOR CANDIDATES Introduction The purpose of this Examination Guide is to help you understand how examiners seek to assess the knowledge and skill of candidates.

Important guidance for candidates 3 Examiner comments 8 Fact-Find 11 Question paper 22 Model answers 28 Tax tables 34

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