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CII AF5: Financial Planning Process

Full Case Study Analysis with Email Support for 14 October 2020 exam available to pre-order today with discount!

Fact-find analysis with email support

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Pre-Order!

Full detailed analysis of the fact-find issued by the CII before the exam including:

  • Free taster analysis available
  • Full fact-find analysis released 10 calendar days prior to the exam
  • We get to the point – no unnecessary padding
  • 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
  • Email support for 1 working day before the exam (9am-5pm).
  • Access to the full analysis from a previous exam sitting (this is also available as our taster analysis)
  • Download instantly in PDF format and print as required
  • Comes with our analysis guarantee.

FREE Fact-Find Analysis from an earlier exam sitting

Why not try before you buy? Simply enter your name and email address below. You will then receive your free taster fact-find analysis from an earlier exam sitting. This will allow you to see exactly what you will get with the full fact-find analysis when it is released. You will also receive our free newsletter via email.

Full Case Study Analysis with Email Support for 14 October 2020 exam available to pre-order today with discount!

Full analysis with email support

Product-Analysis-BinderThis image is for illustration purposes only. Resources are PDF downloads.

How do I order?

  1. Simply click on the ‘Add To Cart’ button below to purchase the full fact-find analysis and email support package. Then proceed through the order process.
  2. You will receive an email with information regarding email support and access to the full analysis from a previous exam sitting, and on the release date you will receive an email with the download link for the full fact-find analysis.
Pre-order - Full fact-find analysis with email support
£87.00
SAVE £10.00
Price goes up on the release date (10 calendar days prior to the exam) to £97 (Inc VAT).
Full fact-find analysis
Emailed to you 10 calendar days prior to the exam
£10 Pre-Order Discount
Email Support - Tuesday 13 October, 9am - 5pm
Ready for CII Exam Date : 14 October 2020
Full analysis from a previous exam sitting for practice (this is also available as our taster analysis)
PDF Digital Download
Add to Cart

Email Support – how it works

When you purchase our full Fact-Find Analysis package, we will also provide 1 working day of email support scheduled during the few days before the exam. Full information including the support date and support email address will be emailed to you when you make your purchase.

What is the purpose of the email support day?

The purpose of the email support day is to answer specific questions relating to the exam paper and our analysis of the paper.

analysis-guarantee

Analysis exam guarantee

Whilst we are confident that the fact-find analysis will help you to pass your AF5 exam; if you don’t pass we will provide you with our analysis for the next exam sitting with a guaranteed 50% discount!

What are your pass rates?

The CII ‘current’ pass rate for all AF5 exam candidates is 57%*
The Brand Financial Training October 2019 pass rate was 68%**

*  The CII have not defined ‘current pass rate’.  The percentage shown is as displayed on the CII website as at 25 March 2020.

** After the release of results for each exam sitting, we email all our customers who purchased our analysis asking them about their results. We then collate the pass / fail responses and use these to calculate our pass rates. Note that our pass rate is based on the feedback from those customers who respond to our email.

  • The R06 analysis was brilliant and helped me to answer questions effectively without spending too much time. I would most definitely recommend the analysis to anybody. I have used Brand Financial Training for most of my exams now and it’s the most valuable exam resources going, I can confidently say having tried many of the others! Thank you very much for the support.
    Emma BaumbackEmma BaumbackIndependent Financial Planner
  • I found the Brand Financial Training R06 analysis extremely useful when preparing for my exam and passed with 76%, which I’m not sure I would have gotten without your material. The most helpful aspect was identifying the sequence of questions that are likely to be asked in the exam. This allowed me to focus on ‘core areas’ to secure the bulk of the marks. This is questions like ‘detail the additional information required’ and the generic questioning.
    John EdwardsJohn EdwardsIFA, Hoyl Independent Advisers, Cromer
  • "I am pleased to say I passed AF5 using Brand's AF5 Fact-Find Analysis. I am now preparing my application for Chartered Status! I have used the Brand materials for a number of the exams along the way and have found them to be most useful and very reasonably priced and always recommend them to colleagues."
    Tammie SteadmanTammie SteadmanChartered Financial Planner, Footes Financial Planning UK, Birmingham
  • "Brand's Fact Find Analysis for AF5 was instrumental in my obtaining a pass. Furthermore, I found the friendly and engaging approach of Catriona evidenced a genuine interest in my successfully navigating this level 6 paper."
    Marius HampdenMarius HampdenConsultant, Hopwood Ash Financial Planning, Newbury
  • "Your analysis was extremely accurate when predicting the questions. It was presented in a clear and easy way to digest, providing valuable tips on how to answer questions efficiently and effectively. I finished with half hour to spare, which left plenty of time to check my answers which left me feeling quietly confident of a pass. I will be recommending your solutions to other colleagues."
    Lee HanlonLee HanlonAccount Manager, Zurich UK Life, Swindon
  • “After a long lay off due to illness I decided to complete my Diploma. Brand Financial Training supported my studies. Their study material is excellent, so easy to read and presented in a logical format. The analysis for R06 was received promptly along with study tips and was invaluable. Test papers for R01 again were just the job. I really appreciated the personal attention received from Catriona, with suggestions for a variety of learning resources. All reasonably priced. Many thanks. I will be doing Level 6 with Brand Financial Training.”
    Philip DoddPhilip DoddChester

Why an ‘Analysis’ and not a ‘Solution’?

Some providers refer to their analysis of the AF5 fact-find as a ‘solution’. We decided not to call our analysis a ‘solution’ simply because it’s impossible to provide a solution when you don’t know what the exam questions are going to be – and no-one knows that until exam day!

We didn’t want to mislead and therefore we decided to call this resource an analysis – our experts tell you what they expect to come up in the exam based on their expert analysis of the fact-find. This analysis provides the likely questions and answers required based on the fact-find.

How will the full fact-find analysis of the actual exam paper help me to pass?

Passing AF5 isn’t only about having the necessary knowledge and understanding, it’s about being able to apply that knowledge exactly as needed and in a timely manner.

It is essential that you have fully prepared for the exam and are ready to answer questions relating to the fact-find. If you go into the exam unprepared, you will lose vital time and marks. Our full fact-find analysis covers the areas that you are likely to see in the exam. However other questions may be asked, and we strongly advise you to think around other potential areas of questioning.