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R05 : Financial protection

Study notes

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  • Free R05 study notes taster version
  • Over 70 pages of study notes
  • Your condensed and more focused take on the CII’s exam syllabus and learning outcomes *
  • Self-test questions after each section
  • 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

* We always recommend that you have a copy of the CII study text (available from the CII) to form the basis of your studies. The study notes are designed to assist you during the revision process when the study text may become too cumbersome.

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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 2017 to 31 August 2018.

R05 Study Notes
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Valid for examinations from 1 September 2017 to 31 August 2018

  • "A really great resource. Of particular use was the audio masterclass which was constantly on whilst driving between client meetings. This void of "dead time" was filled with a productive revision session instead. I combined this with the study notes which was far easier to digest than the AF3 manual. This paper has the lowest number of candidates passing out of all the AF4 papers and I was delighted to pass this first time, as well as the corresponding JO5 paper."
    Chris BinnsChris BinnsIndependent Financial Adviser, Model Wealth Management, York
  • "The R01 videos, study notes, workbook and practice papers were so helpful and made revision a lot more approachable. It really helped me to pass when I failed before! I look forward to using your other materials for the other exams!"
    SarahSarahDC Pensions Associate Consultant, London
  • "I've always used your mock papers for past exams which have been very helpful. As I found the AF3 exam tough to study for, I bought the study notes and calculation workbook for more guidance. Both I found very helpful and in the end helped me to pass AF3."
    Claire ScottClaire ScottParaplanner, Johnston Carmichael Wealth Ltd, Edinburgh
  • "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
    Leanne TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct
  • "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 took J05 and wanted to say that I wouldn't have passed it without your help, some of the questions that came up were not studied by the CII study book. However, these areas were covered in your study material and practice questions which saved the day!"
    Deborah HughesDeborah HughesFinancial Planning Manager, Ashley Law Ltd, Crawley

How will these help me to pass?

Passing R05 can seem like a struggle, especially when the study text arrives on your doorstep with a heavy thud. Our study notes immediately focus your mind and help you sort the wheat from the chaff so that you can spend time revising what needs to be revised and get focussed on what is needed.

Couple them with other resources in our study kits and you’ll be well prepared for your exam.