AF study material

AF study material

  • AF1 audio – Personal Tax & Trust Planning

    £72.50 + VAT
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  • AF4 exam

    AF4 audio – Investment Planning

    £72.50 + VAT
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Our AF study material is ideal for people looking to pass their AF exams first time.

What AF subjects are there?

There are currently six of the CII’s level 6 Advanced Diploma (or AF exams):

AF1 – Personal Tax and Trust Planning

AF4 – Investment Planning

AF5 – Financial Planning Process

AF6 – Senior Management and Supervision (now only tested via coursework assignments)

AF7 – Pension Transfers

AF8 – Pension Planning (only tested via coursework assignments)

Click here for full details from the CII website.

What do I need to do to achieve Chartered status?

For those people who are on the road to CII Chartered status, it is usually necessary to obtain four of these AF subjects (including AF5, which is compulsory). The CII suggest 150 hours study per subject and many people, even experienced advisers, will usually need to invest a significant amount of time in studying the technical content, and practicing the all important exam technique. That’s where our AF study material comes in.

How difficult are the AF exams?

Apart from AF7, each exam is worth 30 credits each and the pass mark is 55%, i.e. around 88 marks out of 160 marks. With AF7, it is worth 20 credits and the pass mark is 60%.

AF pass rates

Annual Pass Rate
  2022 2021 2020 2019 2018 2017 2016 2015 2014
AF1 42% 43% 44% 49% 55.58% 49.10% 45.02% 57.55% 53.36%
AF4 57% 50% 55% 49% 47.86% 48.96% 63.37% 63.88% 62.58%
AF5 72% 63% 72% 57% 58.00% 64.60% 66.88% 61.75% 65.71%
AF6 97% 97% 98.8% 96% n/a n/a n/a n/a n/a
AF7 61% 56% 43% 43% 44.23% 43.74% n/a n/a n/a
AF8 75.3% 75.3% 71.5% 76% n/a n/a n/a n/a n/a

Source: CII website

How can we help?

We currently provide AF audio study material for AF1 and AF4. As the Chartered Insurance Institute (CII) does not issue a specific ‘study text’ for these subjects, the technical knowledge you will need is found in the respective R0 or J0 Diploma study text for each subject. That’s part of the reason why our audio resources have proved popular with so many people in the past. Our MP3 study material also provides tips on exam technique and provides examples from past exam papers. Above all, our MP3 material enables people to learn on the go.

We also produce regular posts for each topic in response to the queries we get about the exams from students. Here is a sample of them: AF1, AF4 and AF7