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
Revision Notes and Calculation Workbook are valid for examinations from 1 September 2025 to 31 August 2026. Fact-Find Analysis and Workshops are valid for the upcoming exam. Past Analysis is intended for general practice.
Silver Gold A
* Please refer to our workshop cancellation policy.
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 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 - Your AF7 resources really helped me prepare for the exam. This is the second time I have used your resources for an AF exam and have passed both, so I am really happy.NicolaPrincipal, Reynolds & Co, Peterborough
- "I would like to say a big thank you for the quality, depth, clarity and effectiveness of the study material packages which I used for the RO2, RO3 and RO6 exams allowing me to attain the Diploma in Regulated Financial Planning."Antony GummersonClient Support, W Denis Financial Services, Leeds
- "Your study notes were invaluable... I would advise everybody who is due to sit these to use the study notes and the mock exams as these will give you a terrific insight into how the exams work. Good luck."Brian LynnPartner, Brian Lynn Financial Services, Scotland
- “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 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 TrainingSian ThomasFinancial Adviser, Hargreaves Lansdown Advisory Services, Bristol
Toby Carmichael-Jack
Nicola
Sian Thomas
