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AF4 : Investment planning

Revision notes

Image of upright binder with Revision Notes across the coverThis image is for illustration purposes only. Resources are PDF downloads.
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  • Free AF4 revision notes taster version
  • Over 140 pages of revision notes
  • Streamlined version of the learning outcomes and exam syllabus designed for use when you are further along with your studies *
  • Self-test questions after each section
  • Kept up-to-date to reflect changes to the exam syllabus and tax year
  • Download them instantly in PDF format and print as required
  • 30-day money back guarantee

* We always recommend that you have a copy of the CII study text (available from the CII) to form the basis of your studies. The revision notes are designed to assist you during the revision process when the study text may become too cumbersome.

Revision notes taster version for FREE!

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Full revision notes

Image of upright binder with Revision Notes across the coverThis image is for illustration purposes only. Resources are PDF downloads.

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  1. Simply click on the ‘Add To Cart’ button and proceed through the order process.
  2. You will receive the download link on our web page after you have completed your order, and you will also receive an email with the link.

Valid for examinations from 1 September 2021 to 31 August 2022

AF4 Revision Notes
£30
(Inc VAT)
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Valid for examinations from 1 September 2021 to 31 August 2022

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    Andrew WattsAndrew WattsManaging Director, South West Financial Planning Ltd, Barnstaple
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    John ReynoldsJohn ReynoldsExpert Pensions, Edinburgh
  • "I've always used your mock papers for past exams which have been very helpful. As I found the AF3 exam tough to study for, I bought the study notes and calculation workbook for more guidance. Both I found very helpful and in the end helped me to pass AF3."
    Claire ScottClaire ScottParaplanner, Johnston Carmichael Wealth Ltd, Edinburgh
  • I gained Chartered Financial Planner status in early 2017 and wanted to thank you for your support throughout my years of study to attain this qualification. It was a hard slog at times but worth it in the end. I have used Brand material for all exams, bar the G60 exam back in 1998, and have found it invaluable. It has always cut through the rather bland CII material and made study far more palatable. Brand has continued to evolve and improve the delivery of the learning material which has proved to be a fantastic investment.
    Gary FrielGary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
  • "I've used Brand resources for all of my exams over the past 2 years and have passed them all! The study notes are a great start to revision as they break down a subject into more manageable chunks. The papers are also a good study aid to check your knowledge is up to scratch. I've recommended them in the past and I will continue to do so!"
    JenniJenniParaplanner, Surrey
  • "The R01 videos, study notes, workbook and practice papers were so helpful and made revision a lot more approachable. It really helped me to pass when I failed before! I look forward to using your other materials for the other exams!"
    SarahSarahDC Pensions Associate Consultant, London

How will these help me to pass?

Passing AF4 can seem like a struggle, especially when there is so much content to learn. Our revision notes are for when you are further into your studies and are ready for a more condensed version of the study text so you can spend time revising what needs to be revised and get focused on what is needed.

Use them with the other resources in our study kits and you’ll be well prepared for your exam.