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      • CII CF1 UK Financial Services, Regulation and Ethics
      • CII CF6 Mortgage Advice
      • CII CF8 Long Term Care Insurance
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      • CII FA2 Pensions Administration
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      • CII IF2 General Insurance Business
      • CII IF3 Insurance Underwriting Process
      • CII IF4 Insurance Claims Handling Process
      • CII IF5 Motor Insurance Products
      • J0 Exams
      • CII J02 Trusts
      • CII J05 Pension Income Options
      • CII J07 Supervision in a Regulated Environment
      • CII J10 Discretionary Investment Management
      • CII J12 Securities Advice and Dealing
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      • CII LP2 Financial Services Products and Solutions
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      • CII R01 Financial Services, Regulation and Ethics
      • CII R02 Investment Principles and Risk
      • CII R03 Personal Taxation
      • CII R04 Pensions and Retirement Planning
      • CII R05 Financial Protection
      • CII R06 Financial Planning Practice
      • CII R07 Advanced Mortgage Advice
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      • CII Award in Regulated Pension Transfer Advice
    • Qual-Col-02
      • CII Certificate in Advanced Mortgage Advice
      • CII Certificate in Discretionary Investment Management
      • CII Certificate in Equity Release
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Brand Financial Training > CII AF5 Financial Planning Process Online Workshop

CII AF5: Online Workshop

  • Overview
  • Book workshop
  • Study kits

AF5 Online Workshop

  • This is for you if… you want a clearer path through your AF5 exam preparation
  • Online workshop sessions led by a former CII examiner
  • Small-group format, with limited places available
  • Fully interactive sessions, giving you the opportunity to ask questions as you go
  • Work through the fact-find with structured guidance
  • Identify key planning points and potential exam issues
  • Strengthen your recommendations, justifications, and client-focused answers
  • Replay and relevant workshop materials available after the session

* For the most comprehensive support, we recommend pairing the workshop with our AF5 Fact-Find Analysis. However, the workshop can also be purchased on its own and is suitable for candidates who want focused support with their exam preparation.

Book now

Save 10% with our study kit packages
Everything you need for your best chance of passing first time
Learn more

AF5 Online Workshop

AF5 workshops for the 15 September 2026 exam. Places are limited.

Save 10% with our study kit packages
Everything you need for your best chance of passing first time
Learn more
AF5 Workshop A
£264.00 Inc VAT
2 x 3-hour sessions
Online AF5 revision workshop with interactive sessions and replay access
Live 2-Session Online Workshop*:
7 & 8 Sep 2026 - 1:30 - 4:30 pm
Places are limited
Replay and session materials will be made available post-workshop
Ready for CII Exam Date: Tuesday 15 September 2026
Add To CartAdd To Cart
AF5 Workshop B
£264.00 Inc VAT
Full-day session
Online AF5 revision workshop with interactive sessions and replay access
Live Full-Day Online Workshop*:
10 Sep 2026 - 9:30 am - 4:30 pm
Places are limited
Replay and session materials will be made available post-workshop
Ready for CII Exam Date: Tuesday 15 September 2026
Add To CartAdd To Cart

* Please refer to our workshop cancellation policy.

 

Want the written analysis too?

The AF5 Fact-Find Analysis can be purchased separately and provides a detailed written review of the fact-find.

View the AF5 Fact-Find Analysis

Our best value study kits

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
£208.80 Inc VAT
10% OFF
£232
Expert help with preparing for the forthcoming examFull Fact-Find Analysis Package for the Next Exam Sitting +
Analysis of a past exam paper - essential for exam practicePast Analysis (Feb 26) +
Focus in on the fact-find and recommendation processes - includes self-test questionsRevision Notes +
Add To CartAdd To Cart
Gold A
£446.40 Inc VAT
10% OFF
£496
Expert help with preparing for the forthcoming examFull Fact-Find Analysis Package for the Next Exam Sitting +
Analysis of a past exam paper - essential for exam practicePast Analysis (Feb 26) +
Focus in on the fact-find and recommendation processes - includes self-test questionsRevision Notes +
Draw on the expertise of a past CII examiner.Live 2-Session Online Workshop*:
7 & 8 Sep 2026
1:30 - 4:30pm
Places are limited +
Add To CartAdd To Cart
Gold B
£446.40 Inc VAT
10% OFF
£496
Expert help with preparing for the forthcoming examFull Fact-Find Analysis Package for the Next Exam Sitting +
Analysis of a past exam paper - essential for exam practicePast Analysis (Feb 26) +
Focus in on the fact-find and recommendation processes - includes self-test questionsRevision Notes +
Draw on the expertise of a past CII examiner.Live Full-Day Online Workshop*:
10 Sep 2026
9:30am - 4:30pm
Places are limited +
Add To CartAdd To Cart

 

* Please refer to our workshop cancellation policy.

Looking for the AF5 Fact-Find Analysis?

The AF5 Study Kits include the fact-find analysis plus selected study materials. If you would prefer to buy the analysis on its own, visit the AF5 Fact-Find Analysis page.

 

How will the AF5 online workshop help me to pass?

Once the AF5 fact-find is released, it can be difficult to know where to start and how to use your remaining study time effectively.

The online workshop helps you move from reading the fact-find to actively preparing for the exam. You will work through model questions and answers, consider the technical and planning issues raised by the client’s circumstances, and practise structuring clear recommendations and justifications.

The workshop also gives you the opportunity to refresh relevant technical areas, discuss exam strategy and leave with a clearer plan for your final revision before exam day.

 

  • "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 SaundersMandy SaundersVerifier
  • "I have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"
    Paul JacksonPaul JacksonPartner, Professional Practice Services, Worcestershire
  • By using your revision notes, [mock] papers and calc books, I've been able to pass all my R0 exams in around 5-6 months. Honestly cannot thank Brand enough. Notes are always impeccable and customer service has always been spot on. Such an amazing service at such a reasonable price – almost feels like cheating!
    Charlie GarnerCharlie GarnerFinancial Planner, Islands FS, Buckinghamshire
  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen
  • "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 GummersonAntony GummersonClient Support, W Denis Financial Services, Leeds
  • "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!"
    JenniJenniParaplanner, Surrey

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