AF5 Financial Planning Process Training | Chartered Insurance Institute | 4 October 2017 | London, United Kingdom

Are you registered for AF5, the unit that aims to develop an understanding of the financial planning process when giving advice to clients? Are you about to receive your fact find ahead of the exam?

Members have the opportunity to attend a day long revision course hosted by Tom Ryan APFS, Chartered Financial Planner, Astute Pensions.

Tom has worked at Astute since March 2015. Tom previously worked for the group that owned one of the largest SIPP providers in the UK, as a compliance and training manager, a role he held for 16 years. Tom also serves on the regional Personal Finance Society committee and has done so for the last 17 years. He is currently the education officer for the region.

Tom is both a Chartered Financial Planner and a Certified Financial Planner, and has worked in this profession since the late 80s.

By the end of this you will have a good understanding of the financial planning process:

The relationship between adviser and client
Understanding the clients' objectives
Evaluating the clients' financial situation
Making appropriate recommendations
Reviewing the financial plan
You will also have a good understanding of:

Income tax, Capital Gains Tax and Inheritance tax calculations as they apply to the fact find case study for the exam
Any other calculations that may be required, for example lifetime allowance, annual allowance, maximum contributions utilising carry forward
Calculations for input to DB schemes
The possible questions that could be asked by the CII examiners on the day of the exam
And how these should be answered to gain maximum points

Speaker for 2017

Tom Ryan APFS,
Chartered Financial Planner, Astute Pensions