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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 2019 to 31 August 2020

AF5 Study Notes
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Valid for examinations from 1 September 2019 to 31 August 2020

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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.