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AF7 Pension Transfers Case Study e-Learning Module 2022-2023 (120-day enrolment)
£195.00 (£234.00 inc. VAT)
The AF5 Financial Planning Process is the mandatory unit of the CII’s Advanced Diploma in Financial Planning.
It’s an exam that focusses on the advice process, so is similar to the level 4 R06 exam, but AF5 asks questions relating to one fact find rather than two shorter case studies. To pass AF5, you’ll need to demonstrate detailed analysis and critical evaluation skills, as you would expect for a level 6 exam.Â
| Exam | Recommended study hours | Credits | Pass mark | National pass rate (2021) |
|---|---|---|---|---|
| AF5 Financial Planning Process | 150 | 30 | 55% | 63% |
The first step in your AF5 preparation is to work through our study guide (which is unique in the marketplace).
This gradually walks you through the exam syllabus and the questions styles that have regularly appeared in past AF5 papers. It will teach you the foundations of the correct question answering techniques, which are so important to achieve a first-time exam pass.
BTS run a remote one-day workshop based on the actual exam fact find.
This day walks you through some possible fact find questions and suggested answers, and covers off some of the technical areas that may appear in your exam. 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.
BTS produce a full e-Learning analysis of all the possible questions and answers that we think could be examined on the relevant AF5 fact find.
We include hints and tips after each question debrief, plus include relevant crib sheets on possible technical areas that could be examined.
BTS AF5 designers start work on this analysis the minute the exam fact find is released. This enables the module to be available for purchase within days of the CII publishing the fact find for the exam.
Below, you will find a range of recent articles providing insights, help and advice for this exam, we hope you find these useful. Remember if you have any questions on your journey feel free to get in touch with the BTS support team.
BTS study guides provide a clear, visual way to study for regulated exams.Â
There is no need to purchase the examining body R0 study text, our BTSÂ guides are a complete replacement.
Available in a choice of two formats: printed or digital.
BTS offer face to face and remote workshops, and 1:1 training.
Our training ensures candidates fully understand the concepts that lie behind each of the key learning outcomes.
BTS training can also help identify key syllabus areas that are more popular with the R0 examiner.
BTS e-Learning is ideal for people who learn best using visual, online and interactive tools.
It allows you to work through your R0 studies at your own pace, with the BTS team behind you all the way.
BTS e-Learning can again show you the key syllabus areas that are more popular with the R0 examiner.
The BTS R0 Study Buddy app replicates the CII exam standard as closely as possible.
Practise exam questions on your mobile device with fully explained answers.
The app allows you to complete full specimen exams and/or concentrate on a key learning outcome.
Brand new BTS AF5 exam support launched! BTS are delighted to announce the launch of our brand new AF5 exam …
Brand new AF7 exam support launched August 2022! BTS are delighted to announce the launch of our brand new AF7 …
To pass AF5 exam, you’ll need to demonstrate detailed analysis and critical evaluation skills, as you would expect for a level 6 exam.
Luiza Todd one of the BTS Directors shares her experiences of sitting the CII AF5 exam.
Find out about the options for qualifications for paraplanners including level 4, level 6 and the route to Chartered.
In this article, Jeff Scholes director from
BTS explains how to use a process approach to an R03 Personal Taxation exam question.
BTS chat to special guests from the Chartered Insurance Institute (CII) and London Institute of Banking and Finance (LIBF) examining bodies about the different routes available to achieve a level 4 qualification.
