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Brand Financial Training > CII AF5 Financial Planning Process Analysis

CII AF5: Fact-Find Analysis

  • Overview
  • Free taster
  • Full analysis
  • Study kits

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

Save 10% with our study kit packages
Everything you need for your best chance of passing first time
Learn more

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 until Exam Day
  • Comes with our analysis guarantee*

Want live workshop support as well?

Choose the AF5 Online Workshop if you would like extra guidance alongside the full analysis.

Pre-Order

* Please refer to our fair usage and workshop cancellation policies.

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 and our analysis of the fact-find.

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.

Save 10% with our study kit packages
Everything you need for your best chance of passing first time
Learn more

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

Save 10% with our study kit packages
Everything you need for your best chance of passing first time
Learn more
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 until Exam Day
Analysis Exam Guarantee
Pre-OrderPre-Order

Our best value study kits

Revision Notes are valid for examinations from 1 September 2026 to 31 August 2027. Fact-Find Analysis and Workshops are valid for the upcoming exam. Past Analysis is intended for general practice.

Silver
£208.80 Inc VAT
10% OFF
£232
Expert help with preparing for the forthcoming examFull Fact-Find Analysis Package for the Next Exam Sitting +
Analysis of a past exam paper - essential for exam practicePast Analysis (Feb 26) +
Focus in on the fact-find and recommendation processes - includes self-test questionsRevision Notes +
Add To CartAdd To Cart
Gold A
£446.40 Inc VAT
10% OFF
£496
Expert help with preparing for the forthcoming examFull Fact-Find Analysis Package for the Next Exam Sitting +
Analysis of a past exam paper - essential for exam practicePast Analysis (Feb 26) +
Focus in on the fact-find and recommendation processes - includes self-test questionsRevision Notes +
Draw on the expertise of a past CII examiner.Live 2-Session Online Workshop*:
7 & 8 Sep 2026
1:30 - 4:30pm
Places are limited +
Add To CartAdd To Cart
Gold B
£446.40 Inc VAT
10% OFF
£496
Expert help with preparing for the forthcoming examFull Fact-Find Analysis Package for the Next Exam Sitting +
Analysis of a past exam paper - essential for exam practicePast Analysis (Feb 26) +
Focus in on the fact-find and recommendation processes - includes self-test questionsRevision Notes +
Draw on the expertise of a past CII examiner.Live Full-Day Online Workshop*:
10 Sep 2026
9:30am - 4:30pm
Places are limited +
Add To CartAdd To Cart

 

* Please refer to our workshop cancellation policy.

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.

  • I have passed R06 using only the 'Brand' material for revision.  A lot of similar questions came up.  I learnt the model answers verbatim, which helped I think gain near maximum marks on similar questions.
    John KellyParaplanner, Chase de Vere, London
  • "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 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 pleased to confirm I passed R06! The extra study support I bought through Brand was excellent and would recommend to any future R06 exam takers. It really helped me understand the way in which the questions were going to be asked and the most efficient way to answer these. I was able to focus my revision in specific areas and not waste time studying for questions that might not pop up, the pointers from Brand on where to focus revision were spot on! It certainly gave me a lot more confidence going into the exam and I now have the result to prove it.
    Hanna PapworthHanna PapworthParaplanner, Bury St Edmunds
  • "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
  • "The R06 case study analysis was fantastic!  There was nothing in the exam that wasn't covered.  Brand was recommended to me by a colleague who said "you don't need anything else" and they were correct. I would happily recommend your services."
    Edward BarstowEdward BarstowWealth Account Manager, Aviva, Sheffield

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