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CII AF5 Exam: Financial Planning Process

The CII’s AF5 exam is the final exam in the CII Advanced Diploma in Financial Planning. Candidates are sent a ‘fact find’ two weeks prior to their exam date. The candidate is then examined on key aspects of the financial planning process using the ‘fact find’. This exam has a nominal pass mark of 55% and the CII recommends that candidates study for around 150 hours.

The exam syllabus covers the relationship and responsibilities between adviser and client and the need for a planning brief; remuneration strategies; evaluation of client’s objectives; understanding of assumptions; understanding of a client’s financial status; understanding risk; options available to the client; how for form a suitable financial plan; ability to explain technical terms, product features and consequences of actions; importance of documenting changes; understanding client reviews.

Our learning resources

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Past Analyses from earlier exam sittings

Full detailed analysis of the fact-finds issued by the CII for earlier exams plus types of questions and examiner’s comments, exam technique, past paper analysis, potential immediate and longer-term objectives, likely questions based on assumed objectives.

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Analysis for the April 2019 exam sitting

Full detailed analysis of the fact-find issued by the CII for the next exam sitting plus types of questions and examiner’s comments, exam technique, past paper analysis, potential objectives, likely questions based on assumed objectives.

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Study Notes

Your condensed and more focused take on the fact-find and recommendation processes so that you can be sure of what is needed, and when – includes self-test questions.

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    John BisattJohn BisattAdviser, Palmer Lane, Cardiff
  • "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!"
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