In this webinar presented by Natalie Dawes, Candidate Support & Business Development Adviser of Bespoke Training Solutions (BTS), concentrated on the AF5 Financial Planning Process exam, looking firstly at generic aspects of this exam, followed by a closer look at the actual February fact find, its keys facts and possible areas of examiner focus.
The webinar took place on 29 January 2024 and is part of our series of PP/BTS collaborative webinars offered to paraplanners, which have received outstanding feedback.
This series of webinars are ‘must attend’ for any paraplanner that is either sitting their CII exams, or who wish to learn more about the exams themselves for a future sitting.
Main image: nick-morrison-FHnnjk1Yj7Y-unsplash
