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AF5 : Financial Planning Process

Study notes

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  • Free AF5 study notes taster version
  • Over 65 pages of study notes
  • Focus on the essential fact-find and recommendation processes*
  • Self-test questions after relevant sections
  • Kept up-to-date to reflect changes to the exam syllabus and tax year
  • Download them instantly in PDF format and print as required
  • 30-day money back guarantee

* For study notes on the technical knowledge required for pensions, investments etc, please see the study 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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Full study notes

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  2. 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.

Valid for examinations from 1 September 2020 to 31 August 2021

AF5 Study Notes
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Valid for examinations from 1 September 2020 to 31 August 2021

  • "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!"
    Jon CarterJon CarterAdministration Assistant, Premier Partnership Ltd, Birmingham
  • "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 ScottClaire ScottParaplanner, Johnston Carmichael Wealth Ltd, 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
  • "The R01 videos, study notes, workbook and practice papers were so helpful and made revision a lot more approachable. It really helped me to pass when I failed before! I look forward to using your other materials for the other exams!"
    SarahSarahDC Pensions Associate Consultant, London
  • I gained Chartered Financial Planner status in early 2017 and wanted to thank you for your support throughout my years of study to attain this qualification. It was a hard slog at times but worth it in the end. I have used Brand material for all exams, bar the G60 exam back in 1998, and have found it invaluable. It has always cut through the rather bland CII material and made study far more palatable. Brand has continued to evolve and improve the delivery of the learning material which has proved to be a fantastic investment.
    Gary FrielGary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
  • "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

How will these help me to pass?

Passing AF5 can seem like a struggle with all the knowledge, understanding and technical skills required.  Our AF5 study notes focus in on the fact-find and recommendation processes so that you can be sure of what is needed and when.  For study notes on the technical knowledge required for pensions, investments etc, please see the study notes for the releated AF, R0 and J exams.

Couple the study notes with other resources in our study kits and you’ll be well prepared for your exam.