CII AF5: Revision Notes
- This is for you if… you are further along with your AF5 exam studies and are now wanting to focus on the key parts of the syllabus
- Free AF5 revision notes taster version
- Focus on the essential AF5 fact-find and recommendation processes*
- Over 65 pages of revision notes
- Self-test questions after relevant sections
- Kept up to date to reflect changes to the exam syllabus and tax year
- Download instantly in PDF format and print as required
* For revision notes on the technical knowledge required for pensions, investments etc, please see the revision notes for the related AF, R0 and J exams. We always recommend that you have a copy of the relevant CII study texts (available from the CII) to form the basis of your studies.
AF5 PDF taster revision notes for free!
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AF5 PDF Revision Notes
Valid for examinations from 1 September 2025 to 31 August 2026
AF5 Revision NotesOur best value study kit
Valid for examinations from 1 September 2025 to 31 August 2026
SilverNOTE: Our study kit contains past analyses. If you’re looking for our fact-find analysis for the upcoming exam, it is sold separately – click here for more info.
How will the AF5 PDF revision notes help me to pass?
Passing AF5 can seem like a struggle with all the knowledge, understanding and technical skills required. Our revision notes are for when you are further along with your CII AF5 exam studies and are ready to focus on the fact-find and recommendation processes so that you can be sure of what is needed and when. For revision notes on the technical knowledge required for pensions, investments etc, please see the revision notes for the related AF, R0 and J exams.
How our Customers Love to Use our Revision Notes
We asked our customers to tell us their favourite way to use our revision notes, and here are some ideas of how you can get the best out of them.
- We know that some of our customers like to use them as a more digestible way of taking in the information after they’ve worked through the full study text. Once they have confirmed their understanding, they like to rely on these revision notes throughout the rest of their revision.
- Some like to use them to give structure to their overall study plan, and so they can tick items off as they progress through their study.
- Some who are very familiar with the exam topic already use them as a ‘refresher’, for a quick overview of the syllabus.
- Many customers use these structured notes to form their own revision notes, cutting and moving around content to suit themselves and adding their own notes and annotations.
- Many customers use these revision notes as the final part of their exam revision, for a last-minute refresher in the days before the exam.
- "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."
Giovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol - "I have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"Paul JacksonPartner, Professional Practice Services, Worcestershire
- "I took J05 and wanted to say that I wouldn't have passed it without your help, some of the questions that came up were not studied by the CII study book. However, these areas were covered in your study material and practice questions which saved the day!"Deborah HughesFinancial Planning Manager, Ashley Law Ltd, Crawley
- "Brand have been invaluable to me in achieving DipPFS, their study notes and calculation workbooks are second to none."Toby Carmichael-JackParaplanner, Chase de Vere, Basingstoke
- "I've used Brand resources for all of my exams over the past 2 years and have passed them all! The study notes are a great start to revision as they break down a subject into more manageable chunks. The papers are also a good study aid to check your knowledge is up to scratch. I've recommended them in the past and I will continue to do so!"JenniParaplanner, Surrey
- "The Brand training material certainly helps you to focus on the key information required and get straight to the salient facts. Having to read all of RO4 and JO5 was daunting but by using the notes as a guide it helped me to condense a lot of this information quickly ."Mandy SaundersVerifier
Giovanni Maniglia
Deborah Hughes
Jenni
