AF4 Exam Preparation Workshop | 19th & 26th September 2023

AF4 Exam Preparation Workshop | 19th & 26th September 2023
AF4 workshop

BTS AF4 Exam Preparation Workshop

The cost of this two-day workshop is £400 (+ VAT).

PFS subsidy availability:

The PFS Insurance Institute of Leicester has offered four subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Leicester please contact us before booking your space to receive a discount coupon worth £100 off the full workshop cost. Subsidised spaces are available on a first come, first served basis. Maximum of four subsidised spaces available.

If you are not sure whether you are a member of the Institute of Leicester, you can check your affiliation here: Member search (


About the workshop

The AF4 remote workshop concentrates on the key technical knowledge and exam techniques that are essential for an AF4 exam pass.

The workshop will run 9:30am – 4:30pm on both days. Delivered on Zoom.

Places are limited to 12 attendees.

The AF4 exam tests your ability to demonstrate and apply your technical knowledge of investment planning. It builds on the core R02 knowledge, and requires you to be able to analyse case study details, and critically appraise the financial options available to the clients. Your answers need to be clear, concise, precise, and related to the case study scenarios. You’ll need to be able to evaluate the complex needs of clients and recommend solutions across the learning outcomes.

The AF4 workshop allows you to benefit from a group environment where we go through some of the key elements of tax and trusts. You’ll see worked examples and can ask questions to consolidate your studies as we move towards the final revision period.

You will be amazed at what you learn by being part of the workshop group and ‘having a go’ at the questions.

Technical areas that may come up will be covered and revised, and group discussions around possible questions and answers will help a lot.

Bear in mind, these are pre-exam prep workshops, and you’ll need to have completed the study guide in advance. We can’t fit 150 hours of study and cover the entire syllabus in 2-days.

We’re good, but not that good!


What else is included?

Kick-start Webinar – 1pm Friday 16th June 2023

Attend a FREE 1-hour webinar covering what the key challenges are with the exam, how to plan and overcome these and what a ‘fit for purpose’ study plan looks like. We will look at the common mistakes candidates make both in their exam preparation and performance on the day to help you kick-start your study in the best way.

You’ll need to register to watch the live webinar or you can catch up with the recording afterwards.

If you have an existing account on the BTS website, login and click into the Careers Zone where you will find all our upcoming webinars with links to register, plus a library of our past webinar recordings. If you don’t have an account on the BTS website, create an account to get access to Careers Zone content.


Digital materials

Workshop attendees will receive a set of digital materials including specimen questions and answer feedback. Plus, a selection of technical crib sheets to organise your learning.

Access to the digital materials will be given to you two days before the workshop start date. The digital materials will be added to the My Courses section of your account.


Study support

When you sign up to attend a BTS AF4 exam preparation workshop, you will receive regular guidance in the lead up to your workshop date. Log in to your BTS account and head over to the BTS Careers Zone to get access to:

    • detailed AF4 study plan
    • forum dedicated to AF4 where you can chat to other exam candidates


Recommended prior learning

Just like any other CII exam, some self-study first is required. It is not just a question of attending a workshop and practising possible exam questions. Self-study across different technical areas is a must, to give you the best possible chance of a pass.

Order your copy of the BTS AF4 Study Guide here.

We also recommend candidates complete in exam conditions and self-mark as many CII AF4 past-papers as possible.


Cancellation Policy:

The viability of a workshop is based on minimum delegate numbers. If you need to cancel your space, please let us know in writing as soon as possible and no later than one week prior to the start date. Cancellations after this point will not be refunded unless a replacement delegate can be found, as this would impact on the course for your fellow delegates. If BTS cancels the workshop, the cost of attending the workshop will be refunded in full.


Paid Event


LOCATION:Online Zoom
DATE :2023-09-19
START/END TIME:09:30-16:30

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