CII AF4 Exam: Investment Planning
The CII’s AF4 exam forms a part of the CII Advanced Diploma in Financial Planning. It consists of 3 case study based compulsory questions and lasts for 3 hours. It has a nominal pass mark of 55% and requires a CII recommended 150 hours of study.
The exam syllabus covers the economic environment and how it impacts investment performance and decision making; the features, risks and returns of investments; company performance and accounts; how to measure and manage risk and returns; how to construct an investment portfolio; investment management services, their performance and regulation.
Our learning resources
This image is for illustration purposes only. Resources are PDF downloads.
Mock Exam Papers
3 full sets of 3 multi-part questions and answers including cross references to the relevant CII study text. All questions and answers are written by Brand Financial Training and kept up-to-date to reflect changes to the exam syllabus and tax year.
Buy Now
This image is for illustration purposes only. Resources are PDF downloads.
Calculation Workbook
Focussing on the calculations within the exam syllabus, the calculation workbook provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.
Buy Now
This image is for illustration purposes only. Resources are PDF downloads.
Study Notes
Consider our study notes your condensed and more focussed take on the CII’s exam syllabus and learning outcomes. They put the exam syllabus into a sensible order, eliminate any ‘padding’ and come with self-test questions.
Buy Now
This image is for illustration purposes only. Access is by online logon.
E-Learning (from R02)
Our modular e-learning package from R02 is relevant for your AF4 studies. It provides you with 24/7 online access for 3 months to videos, a workbook including handouts and self-test questions for each module, and PDFs of the slides used in the videos.
Buy Now
This image is for illustration purposes only. Resources are MP3 downloads.
MP3 Audio Masterclasses
Learn by listening with our MP3 masterclasses. They allow you to absorb and understand the material in digestible chunks. You can listen at home, in the car, at the gym or wherever you may be.
Buy Now- "At the age of 20 I became the youngest person to hold the CII Diploma. I achieved this through hard work and the use of resources including those provided by Brand Financial Training; in particular the mock exams, study notes and the extremely helpful Calculation Workbooks. I'm now moving forward with the Advanced Diploma and continue to use Brand Financial Training's resources to aid my progression to Chartered Status. I certainly recommend them."
Josh ButtenMDG MK, Milton Keynes - "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."
Giovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol - "As an IFA with the normal family commitments - my issue with exams is pure and simple - time. I don't have the time to spend hours reading bulky CII manuals. I don't have the time to look for 100% pass marks and I don't have the time to risk failing and having to re-sit. for me, this is where the Brand material brings enormous value: summary study notes,example calculations and practice questions all focussed on one thing that's important - getting a pass mark! ...The Brand material is the solution to any adviser in a similar postion to me. it is inexpensive, yet provides enormous value in terms of time saved and results obtained. I am more than happy to fully endorse it and say a big thank you to Catriona for her outstanding contribution to my personal achievement"Andrew WattsManaging Director, South West Financial Planning Ltd, Barnstaple
- "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
Leanne TraceySenior Customer Consultant, Standard Life Direct - "I have always used Brand Financial Training for the papers and practice for the exams, and I would also say that probably due to Brand Financial I have passed every exam first time and also managed to achieve the Fellowship in good time (about 30 months from starting the diploma to finishing). I have recommended you to all who wish to sit the exams in the future."Brian HemmingsChartered Financial Planner, GMB Portfolio Services Ltd, Edinburgh
- "I was having a particular problem with one of the R0 exams needed for my Level 4 Qualification. Having failed the exam a few times and tried one or two learning sources without success I tried the Webinars offered by Brand Financial Training. They were focused and relevant and after also downloading a number of exam papers I passed at the next attempt with far more confidence! I will continue to use the learning resources and would recommend them without hesitation."
Thornton HolmesDirector, Orchid Financial Services Ltd, Peterborough