The Certificate in Advanced Financial Planning is a stand-alone CISI qualification which can be earned by passing a single, three-hour narrative exam. The CISI recommends 200 hours of study for this unit to prepare appropriately. The pass mark is a minimum of 50% but is variable.
This graduate level (Level 6) qualification covers all of the knowledge required to provide private clients with the highest level of service.
Areas covered in the exam
- The Financial Planning Process
- Financial Planning Principles
- Financial Management
- Tax Principles and Optimisation
- Trusts and their Uses
- Investment Planning / Asset Management
- Risk management and Insurance Planning & Retirement Planning
- Estate Planning and Wealth Transfer
- Business Financial Planning
What’s included in the revision course?
The Glascow revision course is a two day tutor-led workshop which covers all areas of the syllabus. You will practice answering many exam style questions, gain expert feedback from your tutor enabling you to fine tune your exam technique. As with all our courses you will have 24/7 access to tutor support from the course date up until the date of your exam.
The option of additional one-to-one tutor support can also be arranged at an hourly rate, as required.
Why choose to study with Glascow?
Choosing the right training provider is vital for study at this level. As the sole CISI Premier Accredited Training Partner (ATP) for this qualification globally, you are in extremely safe and experienced hands. Our course provides the best chance of success in this level 6 qualification including:
- Expert tuition in small groups of up to 12 people
- 24/7 email access with your tutor
- Unrivalled support to help you succeed
- CISI Premier Accredited Training Partner (ATP).
What is the AFP revision course fee?
The training fee is £500 plus VAT per delegate which covers the two-day revision workshop and 24/7 email support. Additional 1 to 1 support is available by arrangement for £110 plus VAT per hour. You can sign up for this course online via the course listing (see table below) or contact us directly to pay by credit card or to request an invoice.
About your course tutor
Your tutor and course manager will be Cris Glascow. Cris has a superb track record with this qualification having achieved a distinction in the pilot AFP exam back in June 2019. Since then Cris has delivered this course twice a year making Glascow Consulting the most seasoned provider of this course, with a strong record of student success.
Having been an examiner, question writer, tutor and author for the CII, CISI and LIBF, Cris has the knowledge and experience to coach people to achieve first time success. Learn more about Cris Glascow.
Course and Module |
Date |
Time |
Type |
Days |
Venue |
---|---|---|---|---|---|
08/08/2024-09/08/2024 |
9:15am-4:15pm |
Revision |
2 |
Online |
|
03/09/2024-06/11/2024 |
9:15am-4:15pm |
Comprehensive |
8 |
Online |