Welcome to
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

Which exam year do you need materials for?

  • 2023/24 editions of Study Guides and e-Learning modules are valid for exam sittings up to the 31st August 2024.
  • 2024/25 editions are valid for exam sittings from 1st September 2024.

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.

CF6, ER1 and J0 Exam Toolkits

The BTS 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:£400 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£316.67 +VAT
LUTON & HERTS MEMBER COST:£358.33 +VAT

£400.00 (£480.00 inc. VAT)

22 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

£400.00 (£480.00 inc. VAT)

24 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 – AF4 Coaching Support Programme | October 2024 Sitting

Programme of dates

The AF4 Coaching Support Programme is scheduled in the weeks leading up to the AF4 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 
LOCATION:Online Zoom
START/END TIME:---
STANDARD COST:£650 + VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£566.66 +VAT
LUTON & HERTS MEMBER COST:£566.66 +VAT

£650.00 (£780.00 inc. VAT)

Buy Now

Event Information

The AF4 Coaching Support Programme is scheduled in the weeks leading up to the AF4 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 

Watch the recorded videos:  Five pre-recorded webinars, released at timed intervals to develop your understanding of key topics; economic environment, direct investments, collective investments, company performance, and risks and returns, investment portfolio management and advice process.

Live trainer-led webinars:  Five 1-hour webinars held at 17:45 on 16th July, 30th July, 13th August, 27th August, and 10th September, scheduled one week after each recorded video. Join our AF4 trainer for some live practice of the types of questions which can be asked in an AF4 exam.

Live workshop days: Two Zoom workshop days held on 12th & 19th September, scheduled at the end of the course will consolidate your learning.

Ask the trainer: BTS also offer further “Ask the Trainer” support, available in the BTS forums.

* BTS strongly recommend you using the BTS study guide, this is not included in the programme and can be purchased separately.

PFS subsidy available: The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this programme. 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 £100 off the full cost. Subsidised spaces are available on a first come, first served basis. Maximum of four/five subsidised spaces available depending on the institute.

How to Use

Are you planning to take the AF4 exam in September but feeling unsure about where to begin?

Our comprehensive course is designed to cater to all learning styles and follows the BTS’ Read Watch Practise approach. This structured course aims to give you the best chance of achieving success in this challenging unit.

Whilst you read through the BTS Study Guide chapters, we will provide you with five recorded webinars to further enhance your understanding. Additionally, we understand the importance of putting your knowledge into practice. Therefore, a week after each recording, we will host a live webinar where you can practice answering different types of questions that may appear in the AF4 exam.

To consolidate your learning, we have included two workshop days at the end of the course. Furthermore, you will have access to trainer support through the BTS forums, and all recordings will be available to you until your exam date.

We believe that those who prefer a more hands-on approach will greatly benefit from and even enjoy our AF4 Coaching Support programme. You will be amazed at what you learn by being part of this cohort 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.

Delivery | Access

Delivered on Zoom. Places are limited.

Five recorded videos will be uploaded to your BTS dashboard in line with the programme schedule.

Following the release of each video, five one-hour Zoom webinars will be held on 16th July, 30th July, 13th August, 27th August, and 10th September, commencing at 17:45. Recordings will be made available after each event.

At the end of the course, two full day Zoom workshop dates will be held on 12th & 19th September, commencing at 09:30 sharp and finish by 16:30.

Digital materials including; slides, specimen questions and technical crib sheets will be shared with you after the workshop days.

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this programme. 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 £100 off the full cost. Subsidised spaces are available on a first come, first served basis. Maximum of four/five subsidised spaces available depending on the institute.

Cancellation Policy:

The viability of the programme is based on minimum delegate numbers.

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

EVENT TICKET – R06 Support Sessions | 2nd, 5th, 9th & 12th September 2024

4 day event

R06 Support Sessions: 2nd, 5th, 9th & 12th September 2024, 18.00-19.30 Candidates will receive 4 sessions over the two weeks prior to the case studies being released. Sessions will be delivered in a small group (max 6) via Zoom as per listed dates above. In the two weeks, you will work on four new case studies, each with a set of exam standard questions.  Candidates will need to complete these by a set date for the trainer to mark and provide personalised feedback and guidance. Following this programme will allow candidates to give their R06 studies some structure in the last couple of weeks before the real case studies are released. They’ll receive lots of constructive feedback and guidance in how to analyse the case studies and handle exam standard questions. Ideally candidates will have completed the BTS R06 Study Guide before attending this course.
LOCATION:Online Zoom
START/END TIME:18.00-19.30
STANDARD COST:£500 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:N/A
LUTON & HERTS MEMBER COST:N/A

£500.00 (£600.00 inc. VAT)

5 in stock

Buy Now

Event Information

R06 Support Sessions: 2nd, 5th, 9th & 12th September 2024 What is involved in an R06 Support Session Candidates will receive 4 sessions over the two weeks prior to the case studies being released. Sessions will be delivered in a small group (max 6) via Zoom as per listed dates above. In the two weeks, you will work on four new case studies, each with a set of exam standard questions.  Candidates will need to complete these by a set date for the trainer to mark and provide personalised feedback and guidance. Following this programme will allow candidates to give their R06 studies some structure in the last couple of weeks before the real case studies are released. They’ll receive lots of constructive feedback and guidance in how to analyse the case studies and handle exam standard questions. Ideally candidates will have completed the BTS R06 Study Guide before attending this course.  

How to Use

Delivery | Access

Delivered on Zoom. Places are limited.

The session will commence at 18.00 sharp and finish by 19:30.

Cancellation Policy:

The viability of a sessions are 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.

EVENT TICKET – AF1 Coaching Support Programme | September 2024 Sitting

Programme of dates

The AF1 Coaching Support Programme is scheduled in the weeks leading up to the AF1 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 
LOCATION:Online Zoom
START/END TIME:---
STANDARD COST:£599 + VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£515.67 + VAT
LUTON & HERTS MEMBER COST:£515.67 + VAT

£599.00 (£718.80 inc. VAT)

Buy Now

Event Information

The AF1 Coaching Support Programme is scheduled in the weeks leading up to the AF1 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 

Watch the recorded videos:  Four pre-recorded webinars, released at timetabled intervals to further develop your understanding of key topics; Income Tax, CGT and NICs, IHT, and Trusts.

Live trainer-led webinars:  Four 1-hour webinars held at 17:45 on 12th July, 26th July, 9th August & 21st August, scheduled one week after each recorded video. Join our AF1 trainer for some live practice of the types of questions which can be asked in an AF1 exam.

Live workshop days: Two Zoom workshop days held on 28th August & 2nd September, scheduled at the end of the course to consolidate your learning.

Ask the trainer: BTS also offer further “Ask the Trainer” support, available in the BTS forums.

* BTS strongly recommend you using the BTS study guide, this is not included in the programme and can be purchased separately.

PFS subsidy available: The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this programme. 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 £100 off the full cost. Subsidised spaces are available on a first come, first served basis. Maximum of four/five subsidised spaces available depending on the institute.

How to Use

Are you planning to take the AF1 exam in September but feeling unsure about where to begin?

Our comprehensive course is designed to cater to all learning styles and follows the BTS’ Read Watch Practise approach. This structured course aims to give you the best chance of achieving success in this challenging unit.

Whilst you read through the BTS Study Guide chapters, we will provide you with four recorded webinars to further enhance your understanding. Additionally, we understand the importance of putting your knowledge into practice. Therefore, a week after each recording, we will host a live webinar where you can practice answering different types of questions that may appear in the AF1 exam.

To consolidate your learning, we have included two workshop days at the end of the course. Furthermore, you will have access to trainer support through the BTS forums, and all recordings will be available to you until your exam date.

We believe that those who prefer a more hands-on approach will greatly benefit from and even enjoy our AF1 Coaching Support programme. You will be amazed at what you learn by being part of this cohort 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.

Delivery | Access

Delivered on Zoom. Places are limited.

Four recorded videos covering key technical areas will be uploaded to your BTS dashboard in line with the programme schedule.

Following the release of each video, four one-hour Zoom webinars will be held on 12th & 26th July, 9th & 21st August, commencing at 17:45. Recordings will be made available after each event.

At the end of the course, two full day Zoom workshop dates will be held on 28th August and 2nd September, commencing at 09:30 sharp and finish by 16:30.

Digital materials including; slides, specimen questions and technical crib sheets will be shared with you after the workshop.

PFS subsidy available:

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

Cancellation Policy:

The viability of the programme is based on minimum delegate numbers.

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

EVENT TICKET – AF5 Exam Preparation Workshop | 4th September 2024

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:£319 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:N/A
LUTON & HERTS MEMBER COST:N/A

£319.00 (£382.80 inc. VAT)

Buy Now

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.

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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