AF5 April 2019

These notes are the output of the AF5 course.

In the exam itself the golden rule is to make your answers specific to the case study. Do not write generic answers.

April 2019 Fact find notes

April 2019 revised Fact find notes

April 2019 supplementary note

I have made some additions to these and the new items are shown in red

In the exam some questions will ask you to state the additional information you need to give advice. This requires to state the (generally) hard facts that aren’t in the fact find.

To answer a question that asks you to state the factors you would consider in giving advice, you should include relevant information shown both the fact find and also any other information you think is relevant. You should not make any comment on what you would recommend nor comment on whether the stated objective is appropriate.