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      • CII CF6 Mortgage Advice
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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 R02 Investment Principles and Risk
      • CII R03 Personal Taxation
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      • CII R05 Financial Protection
      • CII R06 Financial Planning Practice
      • CII R07 Advanced Mortgage Advice
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    • 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 16 February 2027 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*:
3 & 5 Feb 2027 - 9:30 am - 12:30 pm
Places are limited
Replay and session materials will be made available post-workshop
Ready for CII Exam Date: Tuesday 16 February 2027
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*:
9 Feb 2027 - 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 16 February 2027
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.

Please note: the AF5 Analysis is provided as online access only and is not available as a downloadable PDF.

Silver
£216.90 Inc VAT
10% OFF
£241
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 (Sep 26) +
Focus in on the fact-find and recommendation processes - includes self-test questionsRevision Notes +
Add To CartAdd To Cart
Gold A
£454.50 Inc VAT
10% OFF
£505
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 (Sep 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*:
3 & 5 Feb 2027
9:30 am- 12:30pm
Places are limited +
Add To CartAdd To Cart
Gold B
£454.50 Inc VAT
10% OFF
£505
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 (Sep 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*:
9 Feb 2027
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.

 

  • "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 LynnBrian LynnPartner, Brian Lynn Financial Services, Scotland
  • "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 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
  • 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
  • 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.
    NicolaNicolaPrincipal, Reynolds & Co, Peterborough
  • 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 SydesEliana SydesHead of Financial Life Strategy

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