We are specialists in supporting individuals through the
CII Diploma in Regulated Financial Planning and the CII advanced exams.
21 October 2024 – Davies, the leading specialist professional services and technology business, serving insurance and highly regulated markets, today announced that it has signed a deal to purchase the trade and assets of Bespoke Training Solutions (“BTS”), a learning and development consultancy, specialising in regulated exam support for the financial services sector.
For 20+ years, BTS has provided training and support to financial planning professionals undertaking their CII diploma in Regulated Financial Planning and CII advanced exams. Support is provided to both individuals and corporate clients via its Digital Academy through which learners have access to a range of digital study guides, e-learning modules, workshops and webinars delivered by BTS’ highly experienced team of technical experts.
Following today’s announcement, Davies will continue to provide training and support materials to the 1,000+ learners already subscribed to BTS’ Digital Academy, working for a range of firms across the financial services sector. BTS’ employees, including co-founders, Luiza Todd and Jeff Scholes, will join Davies’ Professional Education Practice, led by Senior Partner, Craig Potter.
Luiza Todd, Director and co-founder at BTS said: “We’re extremely proud of the business we have built and the positive impact BTS has made so far on learners preparing for their professional qualifications. We’re very much looking forward to joining Davies, as we embark on the next step on BTS’ journey.
Jeff Scholes, Director and co-founder at BTS added: “Davies’ vast experience in delivering exceptional training for highly regulated markets, its expertise in delivering apprenticeships coupled with its continued investment in technology will enhance our offering further to both the ongoing and long-term benefit of our individual and corporate clients.”
Read the full press release here: Davies expands learning & development offering for the financial services sector through acquisition of BTS – Davies
| LOCATION: | Online Zoom |
| START/END TIME: | 09:30 - 16:30 |
| STANDARD COST: | £220 +VAT |
| LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST: | £136.67 +VAT |
| LUTON & HERTS MEMBER COST: | £178.33 +VAT |
12 in stock
Attending a remote workshop can help consolidate the key knowledge required for an exam pass.
What is the BTS R03 workshop like? Our workshop consists of two fun-packed days led by a BTS trainer, plus the company of other candidates in the same position as you. The R03 workshop will focus on the four Learning Outcomes for R03. Because of the format of the learning outcomes and the topics covered, we will be breaking the syllabus down into the various chapters: Income Tax, CGT, Direct Investments, Indirect Investments, IHT, Stamp duties, and Trusts. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R03 workshop dates are added to the events calendar throughout the year. If you can’t see a date that works for you, get in touch to ask about more options.
The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies and perhaps struggling a bit with all those calculations!
What makes the R03 workshop so useful?
A workshop is a live 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!).
After the workshop you will have 120-days access to a set of digital revision materials which include:
Slides from the workshop, practice tests, technical revision sheets and a specimen exam with explained answers, so you continue your learning after the event.
You’ll also be able to continue your conversations with your fellow R03 candidates in our student-led forums.
Delivered on Zoom. Places are limited.
The two-day workshop will be held on a Friday and Monday.
Each day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.
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.
| LOCATION: | Online Zoom |
| START/END TIME: | 09:30 - 16:30 |
| STANDARD COST: | £220 +VAT |
| LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST: | |
| LUTON & HERTS MEMBER COST: |
12 in stock
Attending a remote workshop can help consolidate the key knowledge required for an exam pass.
What is the BTS R02 workshop like? Our workshop consists of two fun-packed days led by a BTS trainer, plus the company of other candidates in the same position as you. The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R02 syllabus including asset classes, investment products, the investment advice process, and the principles of investment planning. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R02 workshop dates are added to the events calendar throughout the year. If you can’t see a date that works for you, get in touch to ask about more options.
The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies and perhaps struggling with all those formulae!
What makes the R02 workshop so useful?
A workshop is a live 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!).
After the workshop you will have 120-days access to a set of digital revision materials which include:
slides from the workshop, practice tests, technical revision sheets and a specimen exam with explained answers, so you continue your learning after the event.
You’ll also be able to continue your conversations with your fellow R02 candidates in our student-led forums.
Delivered on Zoom. Places are limited.
The two-day workshop will be held on a Friday and Monday.
Each day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.
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.
| LOCATION: | Online Zoom |
| START/END TIME: | 09:30-16:30 |
| STANDARD COST: | £220 +VAT |
| LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST: | |
| LUTON & HERTS MEMBER COST: |
12 in stock
Attending a remote workshop can help consolidate the key knowledge required for an exam pass.
What is the BTS R01 workshop like? Our workshop consists of two fun-packed days led by a BTS trainer, plus the company of other candidates in the same position as you. The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R01 syllabus. You won’t be surprised to hear that they all involve the word ‘regulation’. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R01 workshop dates are added to the events calendar throughout the year. If you can’t see a date that works for you, get in touch to ask about more options.
The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies and perhaps struggling a bit with all that regulation!
What makes the R01 workshop so useful?
A workshop is a live 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!).
After the workshop you will have 120-days access to a set of digital revision materials which include:
slides from the workshop, practice tests, technical revision sheets and a specimen exam with explained answers, so you continue your learning after the event.
You’ll also be able to continue your conversations with your fellow R01 candidates in our student-led forums.
Login to your BTS account and head over to the Careers Zone to access our forums.
Delivered on Zoom. Places are limited.
The two-day workshop will be held on a Friday and Monday.
Each day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.
| LOCATION: | Online Zoom |
| START/END TIME: | 09:30-16:30 |
| STANDARD COST: | £410 +VAT |
| LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST: | |
| LUTON & HERTS MEMBER COST: |
24 in stock
Attending a remote workshop can help consolidate the key knowledge required for an exam pass.
What is the BTS R06 workshop like? The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies. BTS will have analysed the case studies prior to the workshop, and the workshop days will involve working through model questions and answers to practice key R06 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 R06 exam sitting as much as possible. R06 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.
The workshop is ideal preparation in the lead up to your R06 exam sitting.
What makes the R06 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 R06 case study 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 R06 case study 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 case studies.
You’ll also be able to continue your conversations with your fellow R06 candidates in our student-led forums. Login to your BTS account and head over to the Careers Zone to access our forums.
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 R06 case study 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 case studies.
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.
| LOCATION: | Online Zoom |
| START/END TIME: | 09:30-16:30 |
| STANDARD COST: | £410 +VAT |
| LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST: | |
| LUTON & HERTS MEMBER COST: |
24 in stock
Attending a remote workshop can help consolidate the key knowledge required for an exam pass.
What is the BTS R06 workshop like? The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies. BTS will have analysed the case studies prior to the workshop, and the workshop days will involve working through model questions and answers to practice key R06 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 R06 exam sitting as much as possible. R06 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.
The workshop is ideal preparation in the lead up to your R06 exam sitting.
What makes the R06 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 R06 case study 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 R06 case study 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 case studies.
You’ll also be able to continue your conversations with your fellow R06 candidates in our student-led forums. Login to your BTS account and head over to the Careers Zone to access our forums.
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 R06 case study 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 case studies.
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.
| LOCATION: | Online Zoom |
| START/END TIME: | 09:30-16:30 |
| STANDARD COST: | £410 +VAT |
| LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST: | |
| LUTON & HERTS MEMBER COST: |
23 in stock
Attending a remote workshop can help consolidate the key knowledge required for an exam pass.
What is the BTS R06 workshop like? The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies. BTS will have analysed the case studies prior to the workshop, and the workshop days will involve working through model questions and answers to practice key R06 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 R06 exam sitting as much as possible. R06 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.
The workshop is ideal preparation in the lead up to your R06 exam sitting.
What makes the R06 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 R06 case study 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 R06 case study 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 case studies.
You’ll also be able to continue your conversations with your fellow R06 candidates in our student-led forums. Login to your BTS account and head over to the Careers Zone to access our forums.
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 R06 case study 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 case studies.
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.
BTS are ‘The Exam Experts’ for the CII papers. We specialise in supporting individuals through the CII Diploma in Financial Planning, more commonly known as the R0 exams.
We also support some of the advanced papers, known as the AF exams. With 20 years’ experience, our unique STEP approach has helped thousands of trainee advisers, paraplanners, administrators and managers achieve a first-time exam pass.
