CII 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.
AF5 Online Workshop
AF5 workshops for the 15 September 2026 exam. Places are limited.
AF5 Workshop A7 & 8 Sep 2026 - 1:30 - 4:30 pm
Places are limited
AF5 Workshop B10 Sep 2026 - 9:30 am - 4:30 pm
Places are limited
* 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.
Our best value study kits
Revision Notes and Calculation Workbook are valid for examinations from 1 September 2025 to 31 August 2026. 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.
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.
- "Your study notes were invaluable... I would advise everybody who is due to sit these to use the study notes and the mock exams as these will give you a terrific insight into how the exams work. Good luck."
Brian LynnPartner, Brian Lynn Financial Services, Scotland - We’ve been using the Brand Financial Training resources for our employees for over a year now and everyone at Y Tree Limited who has taken the exams using the Brand resources has passed first time.Eliana SydesHead of Financial Life Strategy
- 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 TrainingSian 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 CarterAdministration Assistant, Premier Partnership Ltd, Birmingham
- "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 JacksonPartner, Professional Practice Services, Worcestershire
- Your AF7 resources really helped me prepare for the exam. This is the second time I have used your resources for an AF exam and have passed both, so I am really happy.NicolaPrincipal, Reynolds & Co, Peterborough
Brian Lynn
Eliana Sydes
Sian Thomas
