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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 – 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.

 

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.

Full Fact-Find Analysis with Email Support for the 13 September 2022 exam available to pre-order today with discount!

Full Fact-Find Analysis with Email Support

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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 6 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)
  • Download instantly in PDF format and print as required
  • Comes with our analysis guarantee.

FREE AF5 Exam Preparation Video

What is it?

Access to our 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 now available. 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.

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 gain access to our free exam preparation video to help with your revision and preparation for the exam. You will get access 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 for the 13 September 2022 exam available to pre-order today with discount!

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

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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.

All our prices are INCLUSIVE of VAT, where applicable

Pre-order - Full fact-find analysis with email support
£87.00
SAVE £10.00
Price goes up on the release date (6 calendar days after CII releases the fact-find) to £97 (Inc VAT).
Full Fact-Find Analysis
Written by experts who have been writing analyses since 2010
Emailed to you 6 calendar days after CII releases the fact-find
£10 Pre-Order Discount
Email Support - Wednesday 7 September, 9 am - 5 pm
Ready for CII Exam Date : 13 September 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.

*NEW* Once the 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 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 Brand Financial Training February 2022 pass rate was 83%*

* 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 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 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 always choose Brand and I’m always chuffed afterwards.
    Lucy HuckleLucy HuckleTimothy James & Partners Ltd, London
  • The Brand analysis prepared me perfectly for the R06 exam. Thank you for such a great resource.
    Damien GoodallDamien GoodallLocal Mortgage and Protection Manager, Lloyds Banking Group, Plymouth, Devon
  • "Would highly recommend both the past analysis & analysis for the exam you are sitting. I felt these really helped me understand what the examiners were looking for and how to answer questions."
    Rebecca WelthyRebecca WelthyParaplanner, Essex
  • 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

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 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.