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AF5 Financial planning process – 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 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 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'.

AF5 Financial Planning Process – 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 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 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'.

AF5 Order FREE Samples

Book an AF5 Workshop

EVENT TICKET – AF5 Exam Preparation Workshop | 31st January 2025

1 day event

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.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:£220 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:N/A
LUTON & HERTS MEMBER COST:N/A

£344.99 (£413.99 inc. VAT)

8 in stock

Event Information

Workshops are scheduled in the weeks leading up to each AF5 exam sitting to enable you to focus your preparation on the released fact-find. 

What is the BTS AF5 workshop like? The workshop concentrates on the key technical knowledge and exam techniques that are essential for an AF5 exam pass. 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. You will have the opportunity to ask and discuss questions in a group forum as well, to prepare for the AF5 exam sitting as much as possible. AF5 workshop dates are available for each sitting of the exam. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

The workshop is ideal preparation in the lead up to your AF5 exam sitting.

What makes the AF5 workshop so useful?

A workshop is a live online event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam.

Discussions within the group can help to reassure you and improve your understanding of key exam areas.

You’ll get out of your day as much as you put in (and more!).

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.

Access to the AF5 fact-find analysis for the previous exam sitting (for past paper practise) will be provided when your booking 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.

You’ll also be able to continue your conversations with your fellow AF5 candidates in our student-led forums.

Login to your BTS account and head over to the Careers Zone to access our forums.

Delivery | Access

Delivered on Zoom. Places are limited.

The day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

Access to the AF5 fact-find analysis for the previous exam sitting will be provided when your booking 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.

 

Cancellation Policy:

The viability of a workshop is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible and 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 workshop, the cost of attending the workshop will be refunded in full.

AF5 Fact Find Analysis

AF5 Fact Find Analysis 2024-25 (Feb 2025 exam sitting)

120-day access

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: 2024-25

£124.99 (£149.99 inc. VAT)

Product information

Product Information

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

What is the BTS AF5 Fact Find Analysis like?

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

The AF5 Fact Find Analysis 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 AF5 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'
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.

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

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