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2025/26 editions are valid for exam sittings from 1st September 2025 – 31st August 2026

2026/27 editions are valid for exam sittings from 1st September 2026 – 31st August 2027

AF5 Financial Planning Process Fact Find Analysis (September 2026 exam sitting)

£124.99 (£149.99 inc. VAT)

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Product Description
The course allows you to work through your AF5 preparation systematically, with potential exam questions fully explored.

What is the BTS AF5 analysis like?

More than just an analysis, the course guides you through the materials step by step and provides guidance on how to approach your preparation for the exam.

The analysis for your chosen exam sitting will be automatically added to your account on the Tuesday two weeks prior to your exam date, giving you two full weeks to use the materials before your sitting. You will also have instant access to the full BTS fact find analysis from a previous sitting to use as a past paper whilst you are waiting for the CII release of the fact find for your chosen exam sitting.

The fact find analysis is packed full of as many possible AF5 exam questions that the BTS technical team can think of and will include a detailed look at the actual fact find for this sitting and potential examination questions and answers.

Also included are a series of graphical crib sheets covering the key technical areas relevant to the fact find.

Mind not made up? Order a free sample to try before you buy.

Some candidates choose to use our fact find analysis as an alternative to attending a workshop, some will utilise both a workshop and an analysis. BTS AF5 workshop attendees receive access to the fact find analysis as part of their workshop booking fee. If you can’t attend a workshop you can purchase the analysis separately. 

Every question includes a suggested answer with fully explained rationale and discussion points. Technical crib sheets are included, so you can revise key technical knowledge as you work through the course.

Key features of BTS fact find analysis include:

  • Self-paced learning in your own time
  • Available 24/7 during subscription period
  • Revisit areas as many times as you need
  • Use it on your PC or mobile, so you can learn ‘on the go’

The analysis for your chosen exam sitting will be automatically added to your account on the Tuesday two weeks prior to your exam date, giving you two full weeks to use the materials before your sitting.

You will also have instant access to the full BTS fact find analysis from a previous sitting to use as a past paper whilst you are waiting for the release of the fact find for your chosen exam sitting.

Courses are available to access online for a 180-day subscription period.

Access your study materials via your PC or mobile by logging into your BTS account.

Access your digital study materials online via your PC or mobile by logging into your BTS account and viewing your Dashboard.

 

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Free Samples

A helpful ‘try before you buy’ resource! We know that choosing study materials is a personal decision, so we’ve put together a sample pack of the study materials to help you choose the support that’s right for you. 

AF5 Samples of Study Materials

BTS Study Buddy

A digital way of practising CII multiple-choice exam questions. Accessible on your mobile device via the app and on your desktop via the web.

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