AF5 Financial Planning Process – Study Guides

£145.00

Share this Product
Product Description
Working through our study guide is the essential first step in your AF5 study plan.

The BTS AF5 study guide is a complete replacement for the examining body textbook.

How is the BTS AF5 study guide different? The BTS AF5 study guide follows a similar format to our well-loved R0 study guides. It is made up of two parts; the main study guide and an accompanying Appendix. The main study guide contains a logical breakdown of the syllabus and is packed full of examples, exercises and activities, all explained in an ‘adults in conversation’ fashion. The questions in the BTS AF5 study guide are based on three fact finds. Two of them form the basis of the many practice questions and activities we cover in the guide, and the third is used in a full specimen exam.
Available in a choice of printed or digital format.
Mind not made up? Order a free sample to try before you buy.

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

As you work through each chapter, you will gradually cover the full AF5 syllabus and practise the required exam techniques through the use of:

  • example questions with explained answers
  • fact-find based questions to practise on
  • activities that test and embed learning
  • end of chapter summaries highlighting key learning points
  • a full specimen exam with explained answers

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.

The fact finds are contained within the separate Appendix, together with the AF5-style tax tables. This makes it easy to have the fact finds open at the right section whilst practising questions.

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.

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’.

Frequently bought together ...

NEW

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.

Upcoming Events

1 day event

EVENT TICKET – AF5 Exam Preparation Workshop | 29th January 2026

£344.99 (£413.99 inc. VAT)

The workshop is scheduled for the week following the release of the AF5 exam fact find. BTS will have analysed the AF5 fact find prior to the workshop, and the workshop day will involve working through model questions and answers to practice key AF5 exam techniques and technical knowledge. Access to the AF5 fact-find analysis e-Learning module is included in the workshop fee, so workshop attendees don’t need to purchase the e-Learning separately.
Event Starts on: 29 January 2026

Study Plans

Get off to a great start with a strategy that works for you

Student Forums

Chat to others studying the same exam

SIGN UP TO OUR MAILING LIST