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 2026 to 31 August 2027
AF5 Revision NotesOur best value 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.
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.
- 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 FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne - “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
- "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
- "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
- "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
- "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"Scott MiddletonJ M Taylor, Aberdeen
Gary Friel
John Reynolds
Mandy Saunders
Deborah Hughes
