Home

  • CII Exams
    • AF Exams
    • CII AF1 Personal Tax and Trust Planning
    • CII AF4 Investment Planning
    • CII AF5 Financial Planning Process
    • CII AF7 Pension Transfers
    • CF Exams
    • CII CF1 UK Financial Services, Regulation and Ethics
    • CII CF6 Mortgage Advice
    • CII CF8 Long Term Care Insurance
    • ER Exams
    • CII ER1 Equity Release
    • FA Exams
    • CII FA1 Life Office Administration
    • CII FA2 Pensions Administration
    • IF Exams
    • CII IF1 Insurance Legal and Regulatory
    • CII IF2 General Insurance Business
    • CII IF3 Insurance Underwriting Process
    • CII IF4 Insurance Claims Handling Process
    • CII IF5 Motor Insurance Products
    • J0 Exams
    • CII J02 Trusts
    • CII J05 Pension Income Options
    • CII J07 Supervision in a Regulated Environment
    • CII J10 Discretionary Investment Management
    • CII J12 Securities Advice and Dealing
    • LP Exams
    • CII LP2 Financial Services Products and Solutions
    • R0 Exams
    • CII R01 Financial Services, Regulation and Ethics
    • CII R02 Investment Principles and Risk
    • CII R03 Personal Taxation
    • CII R04 Pensions and Retirement Planning
    • CII R05 Financial Protection
    • CII R06 Financial Planning Practice
    • CII R07 Advanced Mortgage Advice
  • CII Qualifications
    • CII Qualifications Overview
    • Advanced Diplomas
    • CII Advanced Diploma in Financial Planning
    • Awards
    • CII Award in Financial Administration
    • CII Award in Life and Pensions Foundations
    • CII Award in Long Term Care Insurance
    • CII Award in Regulated Pension Transfer Advice
    • Certificates
    • CII Certificate in Advanced Mortgage Advice
    • CII Certificate in Discretionary Investment Management
    • CII Certificate in Equity Release
    • CII Certificate in Financial Services
    • CII Certificate in Insurance
    • CII Certificate in Investment Operations
    • CII Certificate in Mortgage Advice
    • CII Certificate in Paraplanning
    • CII Certificate in Regulated Financial Services Operations
    • CII Certificate in Securities Advice and Dealing
    • Diplomas
    • CII Diploma in Financial Planning
    • CII Diploma in Regulated Financial Planning
  • Main Pages
  • Home
  • Blog
  • Corporate
  • FAQ
  • About
  • Contact
  • Home
  • Blog
  • Corporate
  • FAQs
  • About
  • Contact
Cart
Brand Financial Training
  • CII Exams
    • Exam-Col-01
      • AF Exams
      • CII AF1 Personal Tax and Trust Planning
      • CII AF4 Investment Planning
      • CII AF5 Financial Planning Process
      • CII AF7 Pension Transfers
      • CF Exams
      • CII CF1 UK Financial Services, Regulation and Ethics
      • CII CF6 Mortgage Advice
      • CII CF8 Long Term Care Insurance
      • ER Exams
      • CII ER1 Equity Release
      • FA Exams
      • CII FA1 Life Office Administration
      • CII FA2 Pensions Administration
    • Exam-Col-02
      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
      • CII IF2 General Insurance Business
      • CII IF3 Insurance Underwriting Process
      • CII IF4 Insurance Claims Handling Process
      • CII IF5 Motor Insurance Products
      • J0 Exams
      • CII J02 Trusts
      • CII J05 Pension Income Options
      • CII J07 Supervision in a Regulated Environment
      • CII J10 Discretionary Investment Management
      • CII J12 Securities Advice and Dealing
      • LP Exams
      • CII LP2 Financial Services Products and Solutions
    • Exam-Col-03
      • R0 Exams
      • CII R01 Financial Services, Regulation and Ethics
      • CII R02 Investment Principles and Risk
      • CII R03 Personal Taxation
      • CII R04 Pensions and Retirement Planning
      • CII R05 Financial Protection
      • CII R06 Financial Planning Practice
      • CII R07 Advanced Mortgage Advice
      • Study Kit Box
  • CII Qualifications
    • Qual-Col-01
      • CII Qualifications Overview
      • CII Advanced Diploma in Financial Planning
      • CII Award in Financial Administration
      • CII Award in Life and Pensions Foundations
      • CII Award in Long Term Care Insurance
      • CII Award in Regulated Pension Transfer Advice
    • Qual-Col-02
      • CII Certificate in Advanced Mortgage Advice
      • CII Certificate in Discretionary Investment Management
      • CII Certificate in Equity Release
      • CII Certificate in Financial Services
      • CII Certificate in Insurance
      • CII Certificate in Investment Operations
      • CII Certificate in Mortgage Advice
      • CII Certificate in Paraplanning
      • CII Certificate in Regulated Financial Services Operations
      • CII Certificate in Securities Advice and Dealing
    • Qual-Col-03
      • CII Diploma in Financial Planning
      • CII Diploma in Regulated Financial Planning
Brand Financial Training > CII AF5 Financial Planning Process Analysis

CII AF5: Fact-Find Analysis

  • Overview
  • Free taster
  • Full analysis
  • Email support

AF5 Full Fact-Find Analysis with Email Support for the 15 September 2026 exam available to pre-order today with discount!

AF5 Fact-Find Analysis with Email Support

 

Our full detailed analysis of the fact-find issued by the CII before the AF5 exam is written by our team who have been writing analyses since 2010 – we are the experts!

  • This is for you if… you need expert help as you prepare for the forthcoming AF5 exam.
  • Free taster analysis available
  • Full fact-find analysis released 5 calendar days after the CII releases the fact-find
  • 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)
  • Q&A from Email Support Day emailed to you within 48 hours
  • Access to the full analysis from a previous exam sitting (this is also available as our taster analysis)
  • Access to our free exam preparation video (also available to those who purchase or request a taster for an AF5 product)
  • Access via online logon from Wednesday 2 September 2026 until Wednesday 16 September 2026
  • Comes with our analysis guarantee*

* Please refer to our fair usage policy.

Pre-Order

FREE AF5 Exam Preparation Video

What is it?

Access to our AF5 exam preparation video prior to the release of the fact-find by the CII.  This helps you to prepare for the AF5 exam.

When is it released?

It is available for viewing now. You will receive an email with the link.

Why should you watch the video?

To help you:

  • Understand the structure of the AF5 exam
  • Learn how to tackle revision both before and after the release of the fact-find
  • Know how to interpret the AF5 exam questions
  • Better understand what the CII examiners are looking for in your answers
  • Gain quick wins for maximising your marks.

Sign up for one of our AF5 taster resources or make a purchase of one of our quality AF5 resources to gain access.

AF5 Fact-Find Analysis from an earlier exam sitting for free!

Why not try before you buy? Simply enter your name and email address below to receive your free PDF taster fact-find analysis from an earlier exam sitting. You will also receive our free newsletter.

Please note: while the content of the analysis remains similar, the full analysis is delivered online via our learning platform and is not provided as a downloadable PDF.

All those who sign up for one of our AF5 taster resources or purchase one of our AF5 resources will gain access to our free exam preparation video to help with your revision and preparation for the exam.

FREE AF5 Exam Preparation Video

What is it?

Access to our AF5 exam preparation video prior to the release of the fact-find by the CII.  This helps you to prepare for the AF5 exam.

When is it released?

It is available for viewing now. You will receive an email with the link.

Why should you watch the video?

To help you:

  • Understand the structure of the AF5 exam
  • Learn how to tackle revision both before and after the release of the fact-find
  • Know how to interpret the AF5 exam questions
  • Better understand what the CII examiners are looking for in your answers
  • Gain quick wins for maximising your marks.

Sign up for one of our AF5 taster resources or make a purchase of one of our quality AF5 resources to gain access.

AF5 Full Fact-Find Analysis with Email Support for the 15 September 2026 exam available to pre-order today with discount!

AF5 Fact-Find Analysis with Email Support

Pre-order - AF5 Full fact-find analysis with email support
£126 Inc VAT
SAVE £12.00
Price goes up on the release date (5 calendar days after CII releases the fact-find) to £138 (Inc VAT).
Full Fact-Find Analysis
Written by experts who have been writing analyses since 2010
Access provided on the Wednesday after fact-find released
£12 Pre-Order Discount
Email Support - Wednesday 9 September 2026, 9 am - 5 pm
Q&A Summary from Email Support Day
Ready for CII Exam Date : Tuesday 15 September 2026
Full analysis from a previous exam sitting for practice (this is also available as our taster analysis)
Access to our exam preparation video (also available to those who purchase or request a taster for an AF5 product)
Online access from 2 September to 16 September 2026
Analysis Exam Guarantee
Pre-OrderPre-Order

FREE AF5 Exam Preparation Video

What is it?

Access to our AF5 exam preparation video prior to the release of the fact-find by the CII.  This helps you to prepare for the AF5 exam.

When is it released?

It is available for viewing now. You will receive an email with the link.

Why should you watch the video?

To help you:

  • Understand the structure of the AF5 exam
  • Learn how to tackle revision both before and after the release of the fact-find
  • Know how to interpret the AF5 exam questions
  • Better understand what the CII examiners are looking for in your answers
  • Gain quick wins for maximising your marks.

Sign up for one of our AF5 taster resources or make a purchase of one of our quality AF5 resources to gain access.

AF5 Email Support – how it works

When you purchase our AF5 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.

Once the AF5 Email Support Day has concluded, within 48 hours, we will compile the useful questions posed by your peers and provide both questions and answers to you in a PDF document.

What is the purpose of the email support day?

The purpose of the email support day is to answer specific questions relating to the CII AF5 exam paper and our analysis of the fact-find.

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!*

* Please refer to our fair usage policy.

How will the AF5 fact-find analysis with email support 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 AF5 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 AF5 fact-find analysis comes with an email support day in the lead-up to the exam and includes a Q&A document with the questions asked on the day, giving you even more ways to prepare as much as possible. The 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.

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.

  • 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 cannot praise your materials highly enough - both for AF5 and all other exams too and as someone who has purchased other analysis and resources I can say with full honesty that Brand materials are better than any others I have used within the market! I would not have got to where I am today with my studies without Brand!
    Jack SaundersJack SaundersFinancial Advisor, Lemonade Reward, Hampshire and/or Surrey
  • “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 found the Brand analysis very helpful with the final stages of my preparation – it was good to have something to use as a focus. It was also good to get a second opinion on possible questions which could be asked in relation to the case studies – as well as some I hadn’t thought of!
    Laura HintonLaura HintonIndependent Financial Adviser, Exeter
  • I must say that the exam analysis was absolutely invaluable to me. It really helped me to focus my attention on certain areas and it was nice last-minute reminder to have on more common exam questions (i.e., the roles of a trustee).
    Adam PriceAdam PriceFinancial Planner
  • I passed the exam and got 86%, your analysis was a massive help in achieving this.
    George P. SimmondsGeorge P. SimmondsParaplanner, Nicholls Stevens (Financial Services) Ltd, Bristol

Related Posts:

  • Becoming Familiar with Unit Trusts and OEICs
    Becoming Familiar with Unit Trusts and OEICs
  • Brand Bitesize - Extending the Basic Rate Band with Pension Contributions
    Brand Bitesize: Extending the Basic Rate Band with…
  • Sacrificing Salary Sacrifice
    Sacrificing Salary Sacrifice

Newsletter

Stay up to date with our informative monthly newsletter tailored for you.

Learn more

We write for...

Logo: Money Marketing Logo: Professional Paraplanner Professional Paraplanner Awards 2021
Learn more

We support...

In Aid of Trussell Trust The Clothing Bank
Find out more about how we work to make a social impact.
Learn more

Home
About
Blog
Contact
Social Impact

Corporate
Help and FAQs
Learning Resource Updates

Email :
Tel : +44 (0)345 680 1682 (Voicemail only)

Calls are charged at the same rate as standard landline numbers. This rate will depend on your telephone provider and may be included in your tariff.

LinkedInLinkedInTwitter/XTwitter/X YouTubeYouTubeYouTubeYouTube

©2026 Brand Financial Training Ltd · Reg No: 7153959 · VAT No: 979 2499 45

Policies | Terms of use | Terms of sale | Privacy policy | Cookie policy