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AF4 Investment Planning – Printed Study Guide 2024-25

120-day access

Our study guides have been designed with learners in mind. We bring the subject matter to life by building up the key knowledge areas with you, using charts and visuals to paint pictures, making the syllabus as interesting as possible. It’s packed full of exam-relevant content, activities, exam style end of chapter questions plus a whole specimen exam.

Exam Year: 2024-25

£145.00

Product information

Product Information

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

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

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 online via your PC or mobile by logging into your BTS account and viewing your Dashboard.

 

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'.

AF4 Investment planning – Digital Study Guide 2024-25 (120-DAYS ONLINE ACCESS ONLY)

120-day access

Digital study guides are available to access online for a 120-day subscription period. Our study guides have been designed with learners in mind. We bring the subject matter to life by building up the key knowledge areas with you, using charts and visuals to paint pictures, making the syllabus as interesting as possible. It’s packed full of exam-relevant content, activities, exam style end of chapter questions plus a whole specimen exam.

Exam Year: 2024-25 (120-DAYS ONLINE ACCESS ONLY)

£145.00

Product information

Product Information

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

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

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 online via your PC or mobile by logging into your BTS account and viewing your Dashboard.

 

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'.

AF4 Study Guide FREE Samples

Book the AF4 Coaching Support Programme

EVENT TICKET – AF4 Coaching Support Programme | March 2025 Sitting

Programme of dates

The AF4 Coaching Support Programme is scheduled in the weeks leading up to the AF4 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 
LOCATION:Online Zoom
START/END TIME:---
STANDARD COST:£650 + VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:
LUTON & HERTS MEMBER COST:

£650.00 (£780.00 inc. VAT)

Event Information

The AF4 Coaching Support Programme is scheduled in the weeks leading up to the AF4 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 

Watch the recorded videos: Five pre-recorded videos, released at timetabled intervals to further develop your understanding of key topics; Economic environment, direct investments, collective investments, company performance & Risk and returns, investment portfolio management and advice process.

Live trainer-led webinars: Five 1-hour webinars held at 17:00 on 18th December, 8th January, 16th January, 30th January and 10th February. Join our AF4 trainer for some live practice of the types of questions which can be asked in an AF4 exam.

Live workshop days: Two Zoom workshop days held on 17th & 21st February, scheduled at the end of the course to consolidate your learning.

* BTS strongly recommend you using the BTS study guide, this is not included in the programme and can be purchased separately.

 

How to Use

Are you planning to take the AF4 exam in March but feeling unsure about where to begin?

Our comprehensive course is designed to cater for all learning styles and follows the BTS’ Read-Watch-Practise approach. This structured course aims to give you the best chance of achieving success in this challenging unit.

Whilst you read through the BTS Study Guide chapters, we will provide you with five videos to further enhance your understanding. Additionally, we understand the importance of putting your knowledge into practice. Therefore, at timetabled intervals, we will host live webinars where you can practice answering different types of questions that may appear in the AF4 exam. These webinars will be recorded and available to watch up to the day of your exam.

To consolidate your learning, we have included two workshop days at the end of the course.

We believe that those who prefer a more hands-on approach will greatly benefit from and even enjoy our AF4 Coaching Support programme. You will be amazed at what you learn by being part of this cohort 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.

Delivery | Access

Delivered on Zoom. Places are limited.

Four videos covering key technical areas will be uploaded to your BTS dashboard in line with the programme schedule.

Following the release of each video, five one-hour Zoom webinars will be held on 18th December, 8th January, 16th January, 30th January and 10th February, commencing at 17:00. Recordings will be made available after each event.

At the end of the course, two full day Zoom workshop dates will be held on 17th & 21st February, commencing at 09:30 sharp and finish by 16:30.

Digital materials including; slides, specimen questions and technical crib sheets will be shared with you after the workshop.

Cancellation Policy:

The viability of the programme is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible & no later than two weeks 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 programme, the cost of attending will be refunded in full.

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Material Updates

Which exam year do you need materials for?

  • 2024/25 editions are valid for exam sittings from 1st September 2024

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