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Brand Financial Training > CII AF5 Financial Planning Process Study Kits

CII AF5: Study Kit

Our best value study kit

If you’re looking for more variety in your AF5 study materials and wish to save money compared to buying individual resources, you can make use of our AF5 study kit.

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.

Please note: the AF5 Analysis is provided as online access only and is not available as a downloadable PDF.

Silver
£216.90 Inc VAT
10% OFF
£241
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 (Sep 26) +
Focus in on the fact-find and recommendation processes - includes self-test questionsRevision Notes +
Add To CartAdd To Cart
Gold A
£454.50 Inc VAT
10% OFF
£505
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 (Sep 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*:
3 & 5 Feb 2027
9:30 am - 12:30pm
Places are limited +
Add To CartAdd To Cart
Gold B
£454.50 Inc VAT
10% OFF
£505
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 (Sep 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*:
9 Feb 2027
9:30am - 4:30pm
Places are limited +
Add To CartAdd To Cart

* Please refer to our workshop cancellation policy.

 

How will the AF5 Study Kit help me to pass?

Our AF5 Study Kits bring together the key resources you need to prepare effectively for the fact-find based exam.

The Fact-Find Analysis helps you identify the main planning issues, likely areas of questioning and technical points arising from the client’s circumstances. The Past Analysis gives you further practice in understanding how fact-find information may be tested, while the Revision Notes help you refresh the knowledge needed to develop clear, well-supported recommendations.

Choose the Gold Study Kit to also attend an online workshop, where you will work through model questions and answers, strengthen your approach to recommendations and justifications, and refine your exam technique before exam day.

 

  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen
  • "Brand are my 'go to' company for providing exam resources. In the past 18 months I've sat (and passed) 12 CII exams and I know I wouldn't have been as successful without the mock papers, calculation workbooks and analysis I've purchased from Brand Financial Training. Thank you!"
    SaffieSaffieParaplanner, Lorica Wealth Management, Bournemouth
  • I have recently passed my R06 with a distinction grade and have been using your material since R01 and will use going forward into the AF exams. Your case study analysis for the R06 was a great help and no doubt brought me a good few marks that wouldn’t have been obtained otherwise. Your mock exams for the other R0s and the CF6 exam were an amazing help and a valuable additional study tool. I recommend you to everyone I know sitting exams. Thank you very much, your efforts are very much worthwhile.
    Jared ThomasJared ThomasParaplanner, Seven Financial Group, Cardiff/Port Talbot
  • The J02 Mock papers were amazing thank you. I ordered them yesterday for the final part of my revision, went through them all and passed the exam today. Hugely grateful!
    Rebecca Maxwell-HyslopRebecca Maxwell-HyslopPrincipal Financial Planning
  • "I regularly recommend the purchase of your study support materials to staff, as I receive many favourable comments regarding them being very helpful and realistic to aid exam study."
    Lee ArmstrongLee ArmstrongTraining & Compliance Manager, Gibbs Denley Financial Services Ltd, Cambridge
  • "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
    Leanne TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct

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