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AF5 Financial Planning Process – Digital Study Guide 2023-24

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. Digital study guides are available to access online for a 120-day subscription period.

Exam Year: 2023-24

£140.00

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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.
How to Use

How to Use

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.

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 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'.

AF5 Financial planning process – Printed Study Guide 2023-24

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: 2023-24

£140.00

Buy Now
Product information

Product Information

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.
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 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
  • short-answer and multi-response 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
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 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'.

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AF5 e-Learning

AF5 Fact Find Analysis e-Learning Module 2023-24 (Sept 2023 exam sitting)

The e-Learning module includes guidance on how to approach your preparation for the exam, together with information on the actual fact-find for your sitting and potential examination questions. The e-Learning module is packed full of as many possible AF5 exam questions that the BTS technical team can think of! AF5 workshop attendees receive access to the fact-find Analysis e-Learning module as part of their workshop booking fee. If you are attending a BTS AF5 workshop you do not need to purchase the e-Learning separately.

Exam Year: 2023-24

£119.00 (£142.80 inc. VAT)

Buy Now
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The module allows you to work through your AF5 preparation systematically, with potential exam questions fully explored.

What is the BTS AF5 e-Learning like?

More than just an analysis, the module guides you through the materials step by step.

The e-Learning module includes guidance on how to approach your preparation for the exam, together with information on the actual fact-find for your sitting and potential examination questions. The e-Learning module is packed full of as many possible AF5 exam questions that the BTS technical team can think of!

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

Key features of BTS e-Learning 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'
How to Use

How to Use

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

The analysis e-Learning module includes access to the full BTS fact-find analysis for the previous exam sitting to use as past paper practise whilst waiting for the release of the analysis for the next sitting. The BTS analysis for your sitting is automatically added to the course within four days of the release of the fact-find.

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 module.

Delivery | Access

Delivery | Access

e-Learning modules are available to access online for a 120-day subscription period.

Access to the AF5 fact-find analysis for the previous exam sitting will be provided when your purchase has been confirmed. The BTS analysis for your sitting will then be automatically added to your account within four days of the release of the fact-find.

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

You will find your purchased e-learning modules in My Account - My Courses 

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