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CII AF5: Financial Planning Process

Full Fact-Find Analysis with Email Support for 2 March 2021 exam ‐ pre-order available soon!

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 (9 am – 5 pm).
  • 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 Fact-Find Analysis with Email Support for 2 March 2021 exam ‐ pre-order available soon!

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 - Monday 1 March, 9 am - 5 pm
Ready for CII Exam Date : Tuesday 2 March 2021
Full analysis from a previous exam sitting for practice (this is also available as our taster analysis)
PDF Digital Download
Buy Now

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 2020 pass rate was 89%**

*  The CII has not defined ‘current pass rate’.  The percentage shown is as displayed on the CII website as at 12 January 2021.

** 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.

  • "Your AF5 analysis would stand anyone in very good stead for passing the exam providing them with a refresher for the key points tested.  Of course, you don't know exactly what will come up, or the tack/slant the question will take, but your analysis coupled with some general revision on the key areas highlighted will have helped anyone tremendously."
    Peter CainPeter CainFile Review Manager, RBS Group
  • From completing my R01 exam in January 2018 to getting my result for my R06 exam in May 2019, Brand Financial Training have helped me work my way through Diploma in Regulated Financial Planning. I have found their Mock Exams and Calculation Workbooks particularly helpful and their R06 Case Study review was critical to me passing my R06 exam. I have recommended Brand Financial Training to my colleagues and wouldn’t hesitate to recommend them to my peers also.
    Matthew BiggsMatthew BiggsTrainee Independent Financial Planner, Liberty Partnership Ltd, Peterborough
  • "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
  • I am finally Diploma qualified after passing R06. Thank you to the Brand Financial Training team – your training materials for R06 and other exams have been invaluable to me.
    Clare BeswickClare BeswickWealth Business Consultant, Vitality UK
  • "Your R06 analysis helped me to pass. In fact I spent most of my revision time using your analysis. The detailed breakdowns and the section on the "general" recurring questions meant that I didn't feel that I was scrambling around for marks at all. The key for me was using the analysis you provided as the cornerstone for my exam preparation because the case studies could lead you off the scent or you could miss key CII clues but moreover it allowed me to structure my answers in the exam in a format that I would not have known to otherwise and made for efficient use of time. I have no doubt that your analysis not only gave me the knowledge to pass the exam but a way to demonstrate that knowledge effectively so that the examiner had little/no guesswork in what I was trying to communicate. I recommend your analysis for anyone taking the exam in the future because it gives an efficient, accurate breakdown of what is likely to be asked and the generic section is also hugely valuable too."
    David GunnDavid GunnAdviser, Nottingham
  • 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

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.