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.
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:
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'.
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.
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:
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'.
| LOCATION: | Online Zoom |
| START/END TIME: | --- |
| STANDARD COST: | £650 + VAT |
| LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST: | £566.66 +VAT |
| LUTON & HERTS MEMBER COST: | £566.66 +VAT |
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 webinars, released at timed intervals to develop your understanding of key topics; economic environment, direct investments, collective investments, company performance, and risks and returns, investment portfolio management and advice process.
Live trainer-led webinars: Five 1-hour webinars held at 17:45 on 16th July, 30th July, 13th August, 27th August, and 10th September, scheduled one week after each recorded video. 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 12th & 19th September, scheduled at the end of the course will consolidate your learning.
Ask the trainer: BTS also offer further “Ask the Trainer” support, available in the BTS forums.
* BTS strongly recommend you using the BTS study guide, this is not included in the programme and can be purchased separately.
PFS subsidy available: The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this programme. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £100 off the full cost. Subsidised spaces are available on a first come, first served basis. Maximum of four/five subsidised spaces available depending on the institute.
Are you planning to take the AF4 exam in September but feeling unsure about where to begin?
Our comprehensive course is designed to cater to 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 recorded webinars to further enhance your understanding. Additionally, we understand the importance of putting your knowledge into practice. Therefore, a week after each recording, we will host a live webinar where you can practice answering different types of questions that may appear in the AF4 exam.
To consolidate your learning, we have included two workshop days at the end of the course. Furthermore, you will have access to trainer support through the BTS forums, and all recordings will be available to you until your exam date.
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.
Delivered on Zoom. Places are limited.
Five recorded videos 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 16th July, 30th July, 13th August, 27th August, and 10th September, commencing at 17:45. Recordings will be made available after each event.
At the end of the course, two full day Zoom workshop dates will be held on 12th & 19th September, 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 days.
PFS subsidy available:
The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this programme. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £100 off the full cost. Subsidised spaces are available on a first come, first served basis. Maximum of four/five subsidised spaces available depending on the institute.
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.
