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Bespoke Training Solutions

We are specialists in supporting individuals through the
CII Diploma in Regulated Financial Planning and the CII advanced exams.

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Articles, Webinars, Exam News, Forums, Study Plans and more...

Advice Skills

The BTS Soft Skills and CPD Toolkits have been designed to support your professional development.
NEW

R0 Exam Toolkits

The BTS R0 Exam Toolkits have been designed to guide you through all 6 R0 units, helping you to achieve your CII Diploma in Regulated Financial Planning.

AF Exam Study Toolkits

The BTS AF Exam Toolkits have been designed to help you to achieve credits towards the Level 6 Advanced Diploma in Financial Planning.

CF1, CF6, ER1 and J0 Exam Toolkits

The BTS CF1, CF6, ER1 and J0 Exam Toolkits have been designed to guide you through the CII exam units to help you achieve your next qualification.

J10

Discretionary Investment Management
Coming soon!

Soft Skills & CPD Toolkits

The BTS Soft Skills and CPD Toolkits have been designed to support your professional development.

Forums

Chat to others studying the same exam

Study Plans

Get off to a great start with a study plan

Webinars

Find out more about exams

Upcoming Workshops

EVENT TICKET – R06 Exam Preparation Workshop | 19th & 20th September 2024

2 day event

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 and includes access to the case study analysis e-Learning module. 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.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:£410 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£316.67 +VAT
LUTON & HERTS MEMBER COST:£358.33 +VAT

£410.00 (£492.00 inc. VAT)

1 in stock

Buy Now

Event Information

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.

How to Use

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.

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50 to £100 (depending on the institute). Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £100 off the full workshop cost.

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 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.

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50 to £100 (depending on the institute). Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £100 off the full workshop cost.

 

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.

EVENT TICKET – R06 Exam Preparation Workshop | 17th & 18th September 2024

2 day event

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 and includes access to the case study analysis e-Learning module. 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.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:£400 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£316.67 +VAT
LUTON & HERTS MEMBER COST:£358.33 +VAT

£410.00 (£492.00 inc. VAT)

Out of stock

Event Information

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.

How to Use

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.

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50 to £100 (depending on the institute). Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £100 off the full workshop cost.

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 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.

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50 to £100 (depending on the institute). Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £100 off the full workshop cost.

 

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.

EVENT TICKET – R05 Revision Workshop | 6th December 2024

1 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£110 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£68.33 +VAT
LUTON & HERTS MEMBER COST:£68.33 +VAT

£110.00 (£132.00 inc. VAT)

12 in stock

Buy Now

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R05 workshop like? The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus and the key knowledge areas for a first-time R05 pass such as the different protection products, how they work and any taxation implications. 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. R05 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.

How to Use

The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies.

What makes the R05 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, a set of practice tests, technical revision sheets and a full 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 R05 candidates in our student-led forums.

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

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50. Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £50 off the full workshop cost.

Delivery | Access

Delivered on Zoom. Places are limited.

The one-day workshop will be held on a Friday.

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

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50. Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £50 off the full workshop cost.

 

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.

EVENT TICKET – R03 Revision Workshop | 8th & 11th November 2024

2 day event

The workshop concentrates on honing your understanding and application of principles and processes of taxation. We will be breaking the syllabus down into the various chapters: Income Tax, CGT, Direct Investments, Indirect Investments, IHT, Stamp duties, and Trusts.
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

£220.00 (£264.00 inc. VAT)

10 in stock

Buy Now

Event Information

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.

How to Use

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.

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50 to £100 (depending on the institute). Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £100 off the full workshop cost.

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 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.

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50 to £100 (depending on the institute). Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £100 off the full workshop cost.

 

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.

EVENT TICKET – R04 Revision Workshop | 22nd & 25th November 2024

2 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus.
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

£220.00 (£264.00 inc. VAT)

10 in stock

Buy Now

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R04 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 R04 syllabus. With a subject as complex as R04 you need a facilitator that knows their stuff. BTS facilitators love pensions as a subject and are skilled at bringing key subjects to life through examples, visuals and exam style practice questions. Painting pictures is absolutely essential with pensions as your subject matter to ensure candidates both understand and can apply key concepts to exam style examples. 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. R04 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.

How to Use

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 pension rules!

What makes the R04 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 R04 candidates in our student-led forums.

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50 to £100 (depending on the institute). Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £100 off the full workshop cost.

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 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.

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50 to £100 (depending on the institute). Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £100 off the full workshop cost.

 

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 STEP Approach to Learning

20 Years of Expertise:

Why you can trust Bespoke Training Solutions to further your success…

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.

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