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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 now!

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
  • 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.

Buy Now

* 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 now!

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
AF5 Full fact-find analysis with email support
£138.00 Inc VAT
Full fact-find analysis
Written by experts who have been writing analyses since 2010
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
Add To CartAdd To Cart

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’m now level 4 qualified and would say the Brand Analysis was extremely useful for my R0’s, particularly R06. I would go as far to say it’s essential for R06, so thank you.
    MatthewMatthewTrainee Financial Planner, IWP Financial Planning Limited, Warwickshire
  • I must say the analysis and supporting documents were a great help in preparing me for the exam and to back up my knowledge with the sort of model answers they were looking for.
    TomTomBristol
  • I'm really pleased I decided to get the R06 analysis. I was umming and ahhing about it and decided to bite the bullet and I couldn't be happier with what I got. Some of the questions were almost word for word of what the pack prepared me for. Not only did this help direct my revision, but it also kept me calm because I saw questions I was prepared for. I'll definitely use Brand again for future exams.
    Catherine ByrneCatherine ByrneParaplanner, Sheffield
  • I did pass AF5 on my first attempt. I found your analysis to be brilliant for summarising the most likely questions and you were spot-on with much of what came up on the day of the exam. I now only have AF8 to pass to achieve Chartered Status but I would recommend your resources to anyone sitting AF5 in the future.
    James BrownJames BrownFinancial Planner, Leicester
  • I got 102 marks. Very happy as I took it quite short notice! I will highly recommend the Brand analysis to others, and will use it for when I complete AF5.
    Matthew RusherMatthew RusherFinancial Services Administration, Wren Sterling, Oxfordshire
  • "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

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