AF5 Financial planning process | BTS launch new exam support

AF5 Financial planning process | BTS launch new exam support
AF5 financial planning process

Brand new BTS AF5 exam support launched!

BTS are delighted to announce the launch of our brand new AF5 exam support. We are well known for ourR0 exam expertise we are often asked whether we support the Advanced exams, and now we do! Our in-house technical experts have been working hard this year to develop fresh, relevant, and effective study materials to support the AF exams. The first exam to be added to the BTS family is the AF5 Financial planning process exam.

AF5 is an exam that focusses on the advice process, so is similar to the level 4 R06 exam, but AF5 asks questions relating to one fact find rather than two shorter case studies. To pass AF5, you’ll need to demonstrate detailed analysis and critical evaluation skills, as you would expect for a level 6 exam. 

The next sitting of the CII AF5 exam is taking place on 13th September 2022. To help our candidates feel as well prepared as they can be, BTS have launched three brand new resources:

 

AF5 Study Guide

The first step in your AF5 preparation is to work through our study guide (which is unique in the marketplace).

This gradually walks you through the exam syllabus and the questions styles that have regularly appeared in past AF5 papers. It will teach you the foundations of the correct question answering techniques, which are so important to achieve a first-time exam pass.

Order yours in the BTS Shop.

 

AF5 1-day Revision Workshop

BTS run a remote one-day workshop based on the actual exam fact find.

This day walks you through some possible fact find questions and suggested answers, and covers off some of the technical areas that may appear in your exam. BTS will have analysed the AF5 fact find prior to the workshop, and the workshop day will involve working through model questions and answers to practice key AF5 exam techniques and technical knowledge. You will have the opportunity to ask and discuss questions in a group forum as well, to prepare for the AF5 exam sitting as much as possible.

Find out more on the BTS Events Calendar.

 

AF5 Fact Find Analysis e-Learning Module

BTS produce a full e-Learning analysis of all the possible questions and answers that we think could be examined on the relevant AF5 fact find.

We include hints and tips after each question debrief, plus include relevant crib sheets on possible technical areas that could be examined.

BTS AF5 designers start work on this analysis the minute the exam fact find is released. This enables the module to be available for purchase within days of the CII publishing the fact find for the exam.

Order yours in the BTS Shop.

What do you need to know about the AF5 Financial planning process exam?

The AF5 Financial Planning Process is the mandatory unit of the CII’s Advanced Diploma in Financial Planning.

It’s an exam that focusses on the advice process, so is similar to the level 4 R06 exam, but AF5 asks questions relating to one fact find rather than two shorter case studies. To pass AF5, you’ll need to demonstrate detailed analysis and critical evaluation skills, as you would expect for a level 6 exam.  It is a 3-hour exam with a pass mark of 55%. With a 2021 pass rate of 63% it is a tricky exam requiring a critical appraisal of the financial planning options available.

What should an AF5 study plan include?

Passing AF5 needs a ‘little and often’ approach when it comes to your study plan The BTS AF5 study plan has four parts to it; the aim being to set you up for first time exam success.

  • First, we recommend candidates order and work through our study guide (which is unique in the marketplace).
    • This gradually walks you through the exam syllabus and the questions styles that have regularly appeared in past AF5 papers.
    • It will teach you the foundations of the correct question-answering techniques, which are so important to achieve a first-time exam pass
  • The next stage is to complete in exam conditions and self-mark as many CII AF5 papers as you can.
    • This part of the plan gets you practising the key question-answering techniques that you have learned from the study guide.


The final two stages take place once the exam fact find is released, approximately two and a half weeks before the exam sitting date.

  • BTS run a remote one-day workshop based on the actual exam fact find.
    • This day walks you through some possible fact find questions and suggested answers, and covers off some of the technical areas that may appear in your exam.
  • BTS also produce a full e-Learning analysis of all the possible questions and answers that we think could be examined on the relevant AF5 fact find.
    • We include hints and tips after each question debrief, plus include relevant crib sheets on possible technical areas that could be examined.

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