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AF5 : Financial Planning Process

3 NEW ways we are supporting your AF5 revision

1 – Receive a PDF download link to our FREE AF5 How to Pass Guide via email when you make a purchase or request a free taster for any of our AF5 resources.

 

2 – Get FREE access to our FREE AF5 Exam Preparation Video, when you make a purchase or request a free taster for any of our AF5 resources. More info…

 

3 – As part of our analysis package, we offer an Email Support Day in the lead-up to the exam. *NEW* Within 48 hours after the support day has concluded, our analysis customers will be provided with a Q&A document that shares the answers to all the useful questions posed by their peers on Email Support Day. More info…

Revision notes

Image of upright binder with Revision Notes across the coverThis image is for illustration purposes only. Resources are PDF downloads.
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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

Image of upright binder with Revision Notes across the coverThis image is for illustration purposes only. Resources are PDF downloads.

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  1. Simply click on the ‘Add To Cart’ button and proceed through the order process.
  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 2021 to 31 August 2022

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AF5 Revision Notes
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Valid for examinations from 1 September 2021 to 31 August 2022

  • "A really great resource. Of particular use was the audio masterclass which was constantly on whilst driving between client meetings. This void of "dead time" was filled with a productive revision session instead. I combined this with the study notes which was far easier to digest than the AF3 manual. This paper has the lowest number of candidates passing out of all the AF4 papers and I was delighted to pass this first time, as well as the corresponding JO5 paper."
    Chris BinnsChris BinnsIndependent Financial Adviser, Model Wealth Management, York
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    John ReynoldsJohn ReynoldsExpert Pensions, Edinburgh
  • "As an IFA with the normal family commitments - my issue with exams is pure and simple - time. I don't have the time to spend hours reading bulky CII manuals. I don't have the time to look for 100% pass marks and I don't have the time to risk failing and having to re-sit. for me, this is where the Brand material brings enormous value: summary study notes,example calculations and practice questions all focussed on one thing that's important - getting a pass mark! ...The Brand material is the solution to any adviser in a similar postion to me. it is inexpensive, yet provides enormous value in terms of time saved and results obtained. I am more than happy to fully endorse it and say a big thank you to Catriona for her outstanding contribution to my personal achievement"
    Andrew WattsAndrew WattsManaging Director, South West Financial Planning Ltd, Barnstaple
  • 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
  • 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 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

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.