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AF5 Financial Planning Process – The Expected Solution Package

Package introduction

The Wizard Learning AF5 Expected Solution is a detailed expert analysis of the CII fact find released two weeks before the AF5 exam. It includes:

  • A comprehensive analysis of the case study client’s situation
  • Identification of all financial needs, including those not immediately apparent
  • A list of likely exam questions with suggested responses

The target issue date is seven days before the exam. Your PDF is delivered via a link on your record and you’ll be notified by email. We also post an update on our latest news page when it’s available.

What else you get

Alongside the AF5 Expected Solution itself (contact us if you’d like a sample), you also receive access until your exam date to:

  • R01–R05 online multimedia courses
  • Two self-marked mock papers
  • The last five Wizard Learning AF5 Expected Solutions

Extra at no extra cost

  • Access to our Financial Planning Practice online course — view the full contents here (PDF).

This advisory-process course ensures the package benefits all candidates, including those new to adviser roles — making this the most comprehensive and best-value AF5 preparation on the market.

Purchase

Buy AF5 Expected Solution Package

Buy AF5 Expected Solution Package

The package provides:

  1. Technical content for research
  2. Exam technique via access to past expected solutions
  3. An online advice skills course
  4. Two self-marked mock papers
  5. The AF5 Expected Solution itself

Testimonials

“I found the expected solution really helpful in preparation for taking the exam as it was more detailed than a solution I was using from an alternative provider.” — John W

“The other solution I had paid for was far more general and only partially amended to reflect the case study. The Wizard Learning solution was far more focused and hence far more useful.” — Oliver C

“Thanks for the help — The AF5 expected solution was pretty much spot on and I was notified of a PASS today.” — David Mannion

“I just passed AF5 to attain chartered status, the expected solution package was a huge help. Wizard Learning has been the biggest reason I have managed to get this far and I would recommend you to anyone.” — David Morrans

“Just to let you know I passed my AF5. This was all down to your AF5 Expected Solution Package material as that is all I revised. I could not have got it without you.” — Joanne Fisher