Financial Planning Process (AF5) - Post Fact-Find Video Technical Guide

Important Notice: Essential System Upgrades – 19 September – 20 September. To support ongoing improvements, essential system upgrades will take place from 08:00 on 19 September until the afternoon of 20 September. PSI exams scheduled during this maintenance window will not be visible in your MyCII dashboard until the work has been completed. Product orders submitted during this period will be subject to processing delays. If you have an coursework/mixed assessment enrolment deadline on 19 September and require an additional resubmission attempt, please plan ahead accordingly. We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.

To help prepare for the Financial Planning Process (AF5) exam, the AF5 Post Fact-Find Video Technical Guide for the September 2026 exam is now available.

Accessed via RevisionMate, there will be a series of videos produced by L&D Digital, addressing the main themes of the fact-find and the associated technical knowledge that could be covered in the exam. These will be released over the two weeks prior to the exam. The delivery schedule is available on RevisionMate after purchase.

Please note this product is suitable for the 15 September 2026 examination sitting only.

Further information

Please note that the CII endorses the learning provided by L&D Digital on the following basis: expertise of the provider; quality of the learning content; standard of processes of quality management and review; and ability to deliver value for money to CII learners.

Further information

Key product information

What are the key dates I need to be aware of for this product?

Fact-find to be issued on 28 August 2026.
Videos released on RevisionMate during the week commencing 01 September 2026 (the exact timetable will be published on RevisionMate).
AF5 Exam sitting is on 15 September 2026.
RevisionMate access ceases 30 September 2026. If you want to continue to access this material after your enrolment expires, you will need to ensure you download the videos before the expiry date.

How will I access my course?
Instructions on accessing your course will be sent to your registered email address. This is typically within two working days of your order being placed, but may be longer, particularly if payment is made by bank transfer or the unit is available as a pre-order.

Can I see a demo of the videos?
A demo video is available on the CII website.

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Overview

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Tel: +44 (0)20 8989 8464
Email: customer.serv@cii.co.uk

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