AF5 : Financial Planning Process
Revision notes
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- Free AF5 revision notes taster version
- Over 65 pages of revision 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 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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Full revision notes
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Valid for examinations from 1 September 2021 to 31 August 2022
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Only for those who are committed to passing first time.
Valid for examinations from 1 September 2021 to 31 August 2022
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 revision notes focus in 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.
Use the revision notes with other resources in our study kits and you’ll be well prepared for your exam.