Final Lowes Academy Brochure November 2022

AF4: The Syllabus and Learning Outcomes

The syllabus aims to develop the learner’s knowledge and understanding of financial protection products, how they interact with State Benefits, the main features of contracts and the main protection needs of businesses. It does this by splitting the learning over 7 learning outcomes:

AF4 Course: Investment Planning

L e a r n i n g O u t c o m e s

1 . E c o n o m i c e n v i r o n m e n t a n d i t s i m p a c t o n i n v e s t m e n t p e r f o r m a n c e a n d i n v e s t m e n t d e c i s i o n m a k i n g

2 . F e a t u r e s , r i s k s a n d r e t u r n s o f d i r e c t f i n a n c i a l i n v e s t m e n t s *

3 . F e a t u r e s , r i s k s a n d r e t u r n s o f c o l l e c t i v e i n v e s t m e n t p r o d u c t s , i n c l u d i n g a l t e r n a t i v e i n v e s t m e n t s *

Tutor-led courses available for AF4

4 . I n d i v i d u a l c o m p a n y p e r f o r - m a n c e a n d c o m p a n y a c c o u n t s

5 . Ty p e s a n d m e a s u r e m e n t o f r i s k a n d r e t u r n s

AF4: ‘Investment Planning’ (30 Credits) The CII’s AF4 exam, ‘Investment Planning’, forms part of the Advanced Diploma in Financial Planning. It is a level 6 exam and upon completion will give you 30 credits at advanced level. AF4 builds on existing knowledge and assumes learners have already completed R02 Investment principles and risk or equivalent and/or J10 Discretionary investment management. The exam is made up of 3 compulsory case study questions that candidates have 3 hours to complete. You, therefore, need excellent technical knowledge, strong analytical skills, the ability to write clearly and concisely, and you must be able to perform within a tight timescale. As the application of knowledge is so crucial, it is considered that the case study approach to learning is highly appropriate in preparing for the Advanced Diploma. The nominal pass mark is 55%. AF4: The Exam

6 . M a i n p r i n c i p l e s g o v e r n i n g h o w t o c o n s t r u c t a n i n v e s t m e n t p o r t f o l i o , i n v e s t m e n t s t y l e s a n d t h e m a n a g e m e n t o f r i s k a n d r e t u r n

7 . R a n g e o f p o r t f o l i o m a n a g e m e n t s e r v i c e s .

*Learning outcomes 2 and 3 include the bulk of the content. An analysis of past papers is where the majority of questions are focused.

www.LowesAcademy.co.uk | 21 Level 6

To find out more about the CII’s AF4 Course, including the latest course availablity, curent tuition pricing or to register your interest, please visit ourwebsite LowesAcademy.co.uk . Alternativelycontact LowesFinancial Academy on 0191 287 8717 or email at Academy@Lowes.co.uk .

“Figures show that AF4 has a pass rate of just 55%. This is where Lowes Financial Academy can help.”

20 | www.LowesAcademy.co.uk