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      • CII J10 Discretionary Investment Management
      • CII J12 Securities Advice and Dealing
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      • CII LP2 Financial Services Products and Solutions
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      • CII R02 Investment Principles and Risk
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Brand Financial Training > CII AF5 Financial Planning Process Revision Notes

CII AF5: Revision Notes

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AF5 PDF 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
  • 14-day money-back guarantee

* 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.

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AF5 PDF taster revision notes for free!

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Save 10% with our study kit package
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AF5 PDF Revision Notes

Valid for examinations from 1 September 2024 to 31 August 2025

AF5 Revision Notes
£49 Inc VAT
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Save 10% with our study kit package
Everything you need for your best chance of passing first time
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Our best value study kit

Valid for examinations from 1 September 2024 to 31 August 2025

Silver
£125.10 Inc VAT
10% OFF
£139
Multiple analyses of past exam papers - essential for exam practice2 Past Analyses including links to the fact-finds, question papers and reviews (where available) +
Focus in on the fact-find and recommendation processes - includes self-test questionsRevision Notes +
14-day money-back guarantee
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NOTE: 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.
  • I was told about Brand Financial Training by a colleague at work and thought it sounded too good to be true but gave it a go anyway and I'm so glad that I did! The website is really helpful to find out more information about different qualifications, pass rates and discovered that by taking one extra exam it would give me a certificate in mortgage advice which is vital for my current role. The service from Brand has been top quality from start to finish and both their products and service are second to none.
    Nathan FarrellNathan FarrellTeam Manager, London & Country, Bath
  • “The hard work needed to get through exams is paying off. Many more advisers have been inspired to learn and work hard. My old boss told me once – we don’t sell widgets – we sell knowledge, trust and confidence. Knowledge is a key component - the trust equation is a whole different subject, but many more advisers have been on a learning journey that is sure to continue - and the stats prove it. Well done to everyone at Brand for supporting them on that journey."
    John ReynoldsJohn ReynoldsExpert Pensions, Edinburgh
  • I would highly recommend the material from Brand Financial Training for anyone sitting exams with the CII and working towards Chartered status . The material helped me pass J10 and AF4 first time with very little time to study. Excellent value for money! Thank you Brand Financial Training
    Sian ThomasSian ThomasFinancial Adviser, Hargreaves Lansdown Advisory Services, Bristol
  • "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
  • "I would just like to thank you and the team for the hard work you do in creating such manageable and relevant study notes  - they really helped me get to grips with where the gaps in my knowledge were and generally assisted me with supporting the knowledge I already had - and the practise questions, which were a breath of fresh air compared to the basic end of chapter questions in the CII text book and on revision mate.  One thing's for sure, I will be 100% using Brand's products to help me with my next exam!"
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  • "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!"
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