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CII AF5 Exam: Financial Planning Process

The CII’s AF5 exam is the final exam in the CII Advanced Diploma in Financial Planning. Candidates are sent a ‘fact-find’ two weeks prior to their exam date. The candidate is then examined, during the 3-hour exam, using 8 compulsory questions on key aspects of the financial planning process, which are based on the ‘fact-find’. The nominal pass mark is 55%.

The exam syllabus covers the relationship and responsibilities between adviser and client and the need for a planning brief; remuneration strategies; evaluation of client’s objectives; understanding of assumptions; understanding of a client’s financial status; understanding risk; options available to the client with relevant evidence; how to form a suitable financial plan; ability to explain technical terms, product features and consequences of actions; importance of documenting changes; understanding client reviews.

3 NEW ways we are supporting your AF5 revision

1 – Receive a PDF download link to our FREE AF5 How to Pass Guide via email when you make a purchase or request a free taster for any of our AF5 resources.

 

2 – Get FREE access to our FREE AF5 Exam Preparation Video, when you make a purchase or request a free taster for any of our AF5 resources. More info…

 

3 – As part of our analysis package, we offer an Email Support Day in the lead-up to the exam. *NEW* Within 48 hours after the support day has concluded, our analysis customers will be provided with a Q&A document that shares the answers to all the useful questions posed by their peers on Email Support Day. More info…

Our learning resources

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Past Analyses from earlier exam sittings

Full detailed analysis of the fact-finds issued by the CII for earlier exams plus types of questions and examiner’s comments, exam technique, past paper analysis, generic areas, potential immediate and longer-term objectives, likely questions based on assumed objectives.

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Analysis for the September 2022 exam

Full detailed analysis of the fact-find for the forthcoming exam. Includes: client’s objectives, questions our experts think could be asked in the exam and model answers; generic questions and answers; self-test questions; past paper analysis; exam technique; and email support day (with Q&A document of useful questions posed on the day).

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Revision Notes

Focus on the essential fact-find and recommendation processes for AF5 so that you can be sure of what is needed, and when – includes self-test questions.

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  • "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."
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  • "I've used your resources for 3 exams so far and have always passed first time.  I find these questions help to highlight those areas in which I am weak and which may need further study.  I also find that questions in the exam are phrased in a way that I would not normally use, and that reading mock questions helps me to be aware of and alert to these.  Your mock papers were invaluable in helping me to prepare for my exams."
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