AF4 Investment Planning Printed Study Guide

AF4 Investment Planning – Printed Study Guide 2023-24

£140.00

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Description
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’.

Upcoming Events

EVENT TICKET – AF4 Exam Preparation Workshop | 22nd & 26th February 2024

2 day event

The AF4 workshop allows you to benefit from a group environment as we go through some of the key elements of investment planning. You’ll see worked examples and can ask questions to consolidate your studies.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:£400 +VAT
PFS/CII MEMBER COST:£300 +VAT (Leicester members)

£400.00 (£480.00 inc. VAT)

Buy Now

Event Information

Workshops are scheduled in the weeks leading up to each AF4 exam sitting to enable you to focus your preparation on what the examiner is looking for. 

What is the BTS AF4 workshop like? The AF4 workshop allows you to benefit from a group environment as we go through some of the key elements of investment planning. You’ll see worked examples and can ask questions to consolidate your studies. 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. AF4 workshop dates are available for each sitting of the exam. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

Attending a remote workshop is ideal preparation in the lead up to your AF4 exam sitting.

What makes the AF4 workshop so useful?

A workshop is a live online event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam. Discussions within the group can help to reassure you and improve your understanding of key exam areas. You’ll get out of your day as much as you put in (and more!).

After the workshop you will have 120-days access to a set of digital materials including specimen questions and answer feedback. Plus, a selection of technical crib sheets to organise your learning.

You’ll also be able to continue your conversations with your fellow AF4 candidates in our student-led forums. Login to your BTS account and head over to the Careers Zone to access our forums.

Delivery | Access

Delivered on Zoom. Places are limited.

Each day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

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. You can check your PFS affiliation here: Member search (thepfs.org)

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.

EVENT TICKET – R05 Revision Workshop | 7th June 2024

1 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£100 +VAT
PFS/CII MEMBER COST:£100 +VAT

£100.00 (£120.00 inc. VAT)

11 in stock

Buy Now

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R05 workshop like? The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus and the key knowledge areas for a first-time R05 pass such as the different protection products, how they work and any taxation implications. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R05 workshop dates are added to the events calendar throughout the year. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies.

What makes the R05 workshop so useful?

A workshop is a live event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam.

Discussions within the group can help to reassure you and improve your understanding of key exam areas.

You’ll get out of your day as much as you put in (and more!).

After the workshop you will have 120-days access to a set of digital revision materials which include:

slides from the workshop, a set of practice tests, technical revision sheets and a full specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R05 candidates in our student-led forums.

Login to your BTS account and head over to the Careers Zone to access our forums.

Delivery | Access

Delivered on Zoom. Places are limited.

The one-day workshop will be held on a Friday.

The day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

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.

EVENT TICKET – R04 Revision Workshop | 7th & 10th June 2024

2 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£200 +VAT
PFS/CII MEMBER COST:£200 +VAT

£200.00 (£240.00 inc. VAT)

12 in stock

Buy Now

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R04 workshop like? Our workshop consists of two fun-packed days led by a BTS trainer, plus the company of other candidates in the same position as you. The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus. With a subject as complex as R04 you need a facilitator that knows their stuff. BTS facilitators love pensions as a subject and are skilled at bringing key subjects to life through examples, visuals and exam style practice questions. Painting pictures is absolutely essential with pensions as your subject matter to ensure candidates both understand and can apply key concepts to exam style examples. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R04 workshop dates are added to the events calendar throughout the year. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies and perhaps struggling a bit with all those pension rules!

What makes the R04 workshop so useful?

A workshop is a live event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam.

Discussions within the group can help to reassure you and improve your understanding of key exam areas.

You’ll get out of your day as much as you put in (and more!).

After the workshop you will have 120-days access to a set of digital revision materials which include:

slides from the workshop, practice tests, technical revision sheets and a specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R04 candidates in our student-led forums.

Login to your BTS account and head over to the Careers Zone to access our forums.

Delivery | Access

Delivered on Zoom. Places are limited.

The two-day workshop will be held on a Friday and Monday.

Each day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

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.

EVENT TICKET – R03 Revision Workshop | 17th & 20th May 2024

2 day event

The workshop concentrates on honing your understanding and application of principles and processes of taxation. We will be breaking the syllabus down into the various chapters: Income Tax, CGT, Direct Investments, Indirect Investments, IHT, Stamp duties, and Trusts.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£200 +VAT
PFS/CII MEMBER COST:£200 +VAT

£200.00 (£240.00 inc. VAT)

11 in stock

Buy Now

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R03 workshop like? Our workshop consists of two fun-packed days led by a BTS trainer, plus the company of other candidates in the same position as you. The R03 workshop will focus on the four Learning Outcomes for R03. Because of the format of the learning outcomes and the topics covered, we will be breaking the syllabus down into the various chapters: Income Tax, CGT, Direct Investments, Indirect Investments, IHT, Stamp duties, and Trusts. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R03 workshop dates are added to the events calendar throughout the year. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies and perhaps struggling a bit with all those calculations!

What makes the R03 workshop so useful?

A workshop is a live event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam.

Discussions within the group can help to reassure you and improve your understanding of key exam areas.

You’ll get out of your day as much as you put in (and more!).

After the workshop you will have 120-days access to a set of digital revision materials which include:

Slides from the workshop, practice tests, technical revision sheets and a specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R03 candidates in our student-led forums.

Login to your BTS account and head over to the Careers Zone to access our forums.

Delivery | Access

Delivered on Zoom. Places are limited.

The two-day workshop will be held on a Friday and Monday.

Each day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

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.

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