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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%.

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

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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.

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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.

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Revision Notes

Designed for use when you are further along with your exam studies, our revision notes are a streamlined version of the learning outcomes and exam syllabus combined with self-test questions.

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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 6 months (extended from 3 months due to coronavirus exam postponement) to videos, a workbook including handouts and self-test questions for each module, and PDFs of the slides used in the videos.

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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.

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    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen
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    Andrew WattsAndrew WattsManaging Director, South West Financial Planning Ltd, Barnstaple
  • I was told about Brand Financial Training by a colleague at work and thought it sounded too good to be true but gave it a go anyway and I'm so glad that I did! The website is really helpful to find out more information about different qualifications, pass rates and discovered that by taking one extra exam it would give me a certificate in mortgage advice which is vital for my current role. The service from Brand has been top quality from start to finish and both their products and service are second to none.
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  • “The hard work needed to get through exams is paying off. Many more advisers have been inspired to learn and work hard. My old boss told me once – we don’t sell widgets – we sell knowledge, trust and confidence. Knowledge is a key component - the trust equation is a whole different subject, but many more advisers have been on a learning journey that is sure to continue - and the stats prove it. Well done to everyone at Brand for supporting them on that journey."
    John ReynoldsJohn ReynoldsExpert Pensions, Edinburgh
  • "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 HemmingsBrian HemmingsChartered Financial Planner, GMB Portfolio Services Ltd, Edinburgh
  • "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 ButtenJosh ButtenMDG MK, Milton Keynes