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CII AF5: Financial Planning Process

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 – Receive the webinar replay link to our FREE one-hour AF5 Exam Preparation Webinar (Held: Thursday 6 January), when you make a purchase or request a free taster for any of our AF5 resources.

 

3 – Attend our LIMITED ACCESS two-hour AF5 Fact-Find Focus Webinar (Tuesday 1 February, 12:30 pm), which is available exclusively to those who purchase our AF5 Fact-Find Analysis Package. Joining details will be sent the day before the webinar. Can’t make it? No problem – a webinar replay will be made available shortly after the webinar.

Full Fact-Find Analysis with Email Support and Fact-Find Focus Webinar for the 8 February 2022 exam sitting available to pre-order today with discount!

Full Fact-Find Analysis with Email Support and Fact-Find Focus Webinar

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Pre-Order!

Our AF5 analysis is written by our team who have been writing analyses since 2010 – we are the experts!

The full detailed analysis of the fact-find issued by the CII before the exam includes:

  • Free taster analysis available
  • Full fact-find analysis released 10 calendar days prior to the exam
  • Fact-Find Focus Webinar*(2hrs) about a week before 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.
*A webinar replay will be made available, in case you can’t make the live session.

*NEW* We now offer the opportunity to join us on two webinars held in the lead-up to the exam.

FREE AF5 Exam Preparation Webinar

What is it?

Held prior to the release of the fact-find by the CII, this is a one-hour focused presentation and Q&A to help you prepare for the AF5 exam. This live session is run by our lead analysis author, who has been writing the AF5 analysis for over 10 years. It’s fair to say you’ll be in safe hands!

When?

Thursday 6th January 12.30 pm GMT – This webinar has now concluded; the replay is available for viewing until 9th February 2022.

Why should you attend/watch the replay?

To help you:

  • Analyse the fact-find and identify client’s objectives
  • Master the typical AF5 questions
  • Better understand what the CII examiners are looking for in your answers
  • Gain quick wins for maximising your marks
  • Learn how to tackle revision both before and after the release of the fact-find

Even if you can’t attend the live session, do register and we will send you a link to a recording of the webinar.

Sign up for one of our AF5 taster resources or make a purchase of one of our quality AF5 resources to receive your invite.

LIMITED ACCESS – AF5 Fact-Find Focus Webinar

What is it?

Held after the release of the fact-find by the CII, about a week before the exam, this is a two-hour online training session and Q&A available exclusively to those who have bought our Fact-Find Analysis package. This live session is run by our lead analysis author, who has over 10 years of experience in authoring the AF5 analysis.

When?

Tuesday 1st February 12.30 pm GMT

What is covered?

  • Training on the technical areas likely to come up in the exam
  • Analysing the client’s objectives
  • A look at the possible questions that could be asked based on the fact-find and the different ways the questions could be worded
  • Guidance on how to answer the questions to maximise your marks
  • A Q&A at the end where you will have time to grill our expert

The joining details will be sent via email to participants one working day before the webinar is scheduled to occur.

Analysis package customers will also be sent a link to access a recording of the webinar should they be unable to attend the live session. This recording is made available within 24 hours of the webinar’s conclusion – available for viewing until 9th February 2022.

Purchase our Fact-Find Analysis package to gain access to this exclusive webinar.

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.

*NEW* All those who sign up for one of our AF5 taster resources or purchase one of our AF5 resources will be invited to attend a free one-hour webinar hosted by our analysis lead author to help with your revision and preparation for the exam. The webinar is held in the lead-up to the exam, prior to the release of the fact-find by the CII.

Full Fact-Find Analysis with Email Support and Fact-Find Focus Webinar for the 8 February 2022 exam sitting available to pre-order today with discount!

Full Fact-Find Analysis with Email Support and Fact-Find Focus Webinar

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, webinar, and email support package. Then proceed through the order process.
  2. You will receive an email with information regarding the webinar and 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. The webinar joining details will be provided via email one day before the webinar is scheduled to occur.
Pre-order - Full fact-find analysis with email support and fact-find focus webinar
£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 7 February, 9 am - 5 pm
Fact-Find Focus Webinar - Tuesday 1 February, 12:30 pm
Ready for CII Exam Date : 8 February 2022
Full analysis from a previous exam sitting for practice (this is also available as our taster analysis)
PDF Digital Download
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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.

Fact-Find Focus Webinar – how it works

When you purchase our full fact-find analysis package, you will have the opportunity to attend a webinar hosted by our analysis lead author, which will be scheduled to occur approximately a week before the exam. This will give you some time to review the fact-find before the session. Information will be emailed to you when you make your purchase, and the joining link will be sent to you one working day before the webinar. If you are unable to attend the session, you will have access to the webinar replay*.

What is the purpose of the webinar?

The two-hour webinar will include a presentation by our lead analysis author to:

  • provide training on the technical areas likely to come up in the exam.
  • look at the possible questions that could be asked based on the fact-find and the different ways the questions could be worded.
  • provide guidance on how to answer the questions to maximise your marks.

There will also be a Q&A at the end where you can submit your questions.

* Webinar replay will be available after the session until the day after the exam.

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 Brand Financial Training October 2020 pass rate was 91%*

* 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.

  • I passed R06 with distinction! I found the case study analysis really useful, I would recommend it to anyone planning to sit this exam. I found the material very helpful as it gave me some much needed direction in the lead up to my exam.
    Rachel HarperRachel HarperParaplanner, M.R. Financial Services, Preston
  • 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
  • I gained Chartered Financial Planner status in early 2017 and wanted to thank you for your support throughout my years of study to attain this qualification. It was a hard slog at times but worth it in the end. I have used Brand material for all exams, bar the G60 exam back in 1998, and have found it invaluable. It has always cut through the rather bland CII material and made study far more palatable. Brand has continued to evolve and improve the delivery of the learning material which has proved to be a fantastic investment.
    Gary FrielGary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
  • Brand has helped enormously with the study & learning process. For me, it adds a different dimension to the otherwise dull & drab CII study syllabus.
    Gary FrielGary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
  • I passed R01-R06 with a 100% success rate, and a lot of that has been down to the Brand study materials that really simplify the learning process. The practice exams for R01-R05 were great, as all answers were explained at the back of each paper. For R06 the case study breakdowns were really simple to understand and covered a lot of what was in the actual exam. I’ve recommended Brand to all my colleagues that are studying for R0 exams, and I will certainly be using your services again when I move on to the AF exams.
    Michael HennessyMichael HennessyParaplanner, Essex
  • I found the Brand R06 analysis invaluable, as it addressed all the questions that came up in the exam in great depth, meaning that I could focus my revision on specific areas. I would recommend the Brand material to any budding advisor.
    Ryan CrozierRyan CrozierTrainee Financial Planner, Navigator Financial Planning, Northern Ireland

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 comes with a two-hour webinar and an email support day in the lead-up to the exam, 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.