AF4 Investment Planning Printed Study Guide

AF4 Investment Planning – Printed Study Guide 2023-24


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Working through our study guide is the essential first step in your AF4 Investment Planning study plan.

The BTS AF4 study guide is a complete replacement for the examining body textbook.

How is the BTS AF4 study guide different?

The BTS AF4 study guide follows a similar format to our well-loved R0 study guides. It contains a logical breakdown of the syllabus and is packed full of examples, exercises and activities, all explained in an ‘adults in conversation’ fashion.

It guides candidates through exam-style questions and has loads of hints and tips to make passing this unit more achievable.

Available in a choice of printed or digital format.
Mind not made up? Order a free sample to try before you buy.
How to Use

The key to exam success is not just reading and learning technical information parrot fashion. 

You don’t need to purchase the examining body version of the text book – you can opt to sit the exam stand-alone by selecting ‘assessment only’ on the CII website and then order a BTS Study Guide instead.

Think of your BTS study guide as the first step on your very own revision track. You’ll be able to check your progress throughout, using activities, practice questions and end of chapter tests.

As you read through each chapter you will gradually work through the AF4 syllabus and practice the necessary exam question answering techniques, using:

  • questions based on exam style case studies
  • exercises to practise and embed learning
  • technical reviews around the key elements of investment planning
  • diagrams and pictures to help ensure that the guide appeals to all learning styles
  • end of chapter summaries highlighting key learning points
  • a full specimen exam with explained answers
Delivery / Access

BTS study guides are available in a choice of two formats: printed or digital. The content is the same for both versions, the choice depends on which works best for you.

Digital study guides are designed as an online interactive guide, perfect for people who learn best using on-screen interactive tools. They are fully optimised for mobile and tablet displays meaning you can study on the go. Digital study guides are not pdfs and are not printable or downloadable.

Digital study guides are available to access online for a 120-day subscription period. If you think you will need longer than 120 days to complete your study of the unit we advise you to choose the printed version instead.

Access your digital study materials via your PC or mobile by logging into your BTS account. You will find your purchased digital study guides in My Account – My Courses 


Printed study guides are designed for people who learn best using physical, paper materials and like to highlight sections and make notes on their study materials.

Orders for printed study guides placed before 2pm Monday – Friday are processed and dispatched the same day. Delivery is by local courier and is usually within two working days of dispatch.

Delivery times may vary depending on the destination address.


Free samples of both formats are available in the shop, so you can ‘try before you buy’.

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