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

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

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Upcoming Workshops

EVENT TICKET – AF4 Exam Preparation Workshop | 22nd & 26th February 2024

2 day event

The AF4 workshop allows you to benefit from a group environment as we go through some of the key elements of investment planning. You’ll see worked examples and can ask questions to consolidate your studies.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:£400 +VAT
PFS/CII MEMBER COST:£300 +VAT (Leicester members)

£400.00 (£480.00 inc. VAT)

Buy Now

Event Information

Workshops are scheduled in the weeks leading up to each AF4 exam sitting to enable you to focus your preparation on what the examiner is looking for. 

What is the BTS AF4 workshop like? The AF4 workshop allows you to benefit from a group environment as we go through some of the key elements of investment planning. You’ll see worked examples and can ask questions to consolidate your studies. You will be amazed at what you learn by being part of the workshop group and ‘having a go’ at the questions. Technical areas that may come up will be covered and revised, and group discussions around possible questions and answers will help a lot. AF4 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

Attending a remote workshop is ideal preparation in the lead up to your AF4 exam sitting.

What makes the AF4 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!).

After the workshop you will have 120-days access to a set of digital materials including specimen questions and answer feedback. Plus, a selection of technical crib sheets to organise your learning.

You’ll also be able to continue your conversations with your fellow AF4 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.

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

PFS subsidy availability:

The PFS Insurance Institute of Leicester has offered four subsidised places on this workshop.

If you are a member of the PFS Insurance Institute of Leicester please contact us before booking your space to receive a discount coupon worth £100 off the full workshop cost.

Subsidised spaces are available on a first come, first served basis.

Maximum of four subsidised spaces available. You can check your PFS affiliation here: Member search (thepfs.org)

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 one week 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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