AF5 : Financial planning process
Past Analyses
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- Free AF5 taster analysis
- 2 full analyses produced for past exam sittings (Jul 20, Oct 19) to purchase
- Links to the fact-finds, question papers and our review of the question papers included for each exam (where available)
- 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
- Download them instantly in PDF format and print as required
- 30-day money back guarantee
FREE AF5 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. You will also receive our free newsletter via email.
2 Full Analyses from Past Exam Sittings
This image is for illustration purposes only. Resources are PDF downloads.
How do I order?
- Simply click on the ‘Add To Cart’ button relating to the set or sets that you wish to purchase and proceed through the order process.
- You will receive the download link on our web page after you have completed your order, and you will also receive an email with the link.
Intended for practice for all exam sittings.
Past Analysis 1 Past Analysis 2 Past Analyses 1 & 2
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Only for those who are committed to passing first time.
Valid for examinations from 1 September 2020 to 31 August 2021
SilverWhat are your pass rates?
The CII ‘current’ pass rate for all AF5 exam candidates is 57%*
The Brand Financial Training October 2019 pass rate was 68%**
* The CII have not defined ‘current pass rate’. The percentage shown is as displayed on the CII website as at 25 March 2020.
** 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.
- "As an IFA with the normal family commitments - my issue with exams is pure and simple - time. I don't have the time to spend hours reading bulky CII manuals. I don't have the time to look for 100% pass marks and I don't have the time to risk failing and having to re-sit. for me, this is where the Brand material brings enormous value: summary study notes,example calculations and practice questions all focussed on one thing that's important - getting a pass mark! ...The Brand material is the solution to any adviser in a similar postion to me. it is inexpensive, yet provides enormous value in terms of time saved and results obtained. I am more than happy to fully endorse it and say a big thank you to Catriona for her outstanding contribution to my personal achievement"
Andrew WattsManaging Director, South West Financial Planning Ltd, Barnstaple - "I have found the most important resource for any of the diploma papers have been mock questions. The more the merrier! The Brand mock papers I used ... are an excellent indication of the standard of questions from the actual exam and as such a valuable source of revision aid."Gavin DuffyFinancial Adviser, Weston-super-mare
- I just wanted to say a big thank you for the R03 calculations workbook and mock paper purchased earlier this year which have been invaluable as part of my study. I passed the R03 this morning and have used your material to practice and practice again. Without these, I don't think I would have passed.Andreas NicolaouOperational Tax Manager
- "I passed my exams 1st time after buying the 3 mock exam packs. They are very relevant and gave me that extra confidence in taking the exam. Thank you Brand 🙂 The service is excellent as well I might add."
Lianne JacksonInvestment Sales Adviser, Chelmsford - I was having a difficult time with R03 - narrowly missed the pass mark. I’d ordered the CII mock tests and learning materials but something wasn’t clicking. So I ordered your mock exams and could see the difference in the way the questions were written, and I felt like I had genuinely got a tool that would help me get those extra marks. Anyway, I passed and I am delighted with the impact your study material has had. I’ll be using you for R04, R05 and beyond.Paul HudsonBranch Manager, Bolton
- "I've always used your mock papers for past exams which have been very helpful. As I found the AF3 exam tough to study for, I bought the study notes and calculation workbook for more guidance. Both I found very helpful and in the end helped me to pass AF3."
Claire ScottParaplanner, Johnston Carmichael Wealth Ltd, Edinburgh
How will these 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 in an exam setting exactly as needed and in a timely manner.
By reviewing our analysis of the fact-finds from past exam sittings and looking at the fact-finds, analysis and the actual question papers that were set, you will ensure that you know what can be expected, and exactly how to apply your knowledge.