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: | --- |
| STANDARD COST: | £650 + VAT |
| LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST: | |
| LUTON & HERTS MEMBER COST: |
Are you planning to take the AF4 exam in March but feeling unsure about where to begin?
Our comprehensive course is designed to cater for 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 videos to further enhance your understanding. Additionally, we understand the importance of putting your knowledge into practice. Therefore, at timetabled intervals, we will host live webinars where you can practice answering different types of questions that may appear in the AF4 exam. These webinars will be recorded and available to watch up to the day of your exam.
To consolidate your learning, we have included two workshop days at the end of the course.
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.
Delivered on Zoom. Places are limited.
Four videos covering key technical areas 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 18th December, 8th January, 16th January, 30th January and 10th February, commencing at 17:00. Recordings will be made available after each event.
At the end of the course, two full day Zoom workshop dates will be held on 17th & 21st February, 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.
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.
| LOCATION: | Online Zoom |
| START/END TIME: | --- |
| STANDARD COST: | £599 + VAT |
| LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST: | |
| LUTON & HERTS MEMBER COST: |
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 17:00 on 27th November, 16th December, 6th January & 15th January. 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 7th February & 12th February, scheduled at the end of the course to consolidate your learning.
* BTS strongly recommend you using the BTS study guide, this is not included in the programme and can be purchased separately.
Are you planning to take the AF1 exam in September but feeling unsure about where to begin?
Our comprehensive course is designed to cater for 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 videos to further enhance your understanding. Additionally, we understand the importance of putting your knowledge into practice. Therefore, at timetabled intervals, we will host live webinars where you can practice answering different types of questions that may appear in the AF1 exam. These webinars will be recorded and available to watch up to the day of your exam.
To consolidate your learning, we have included two workshop days at the end of the course.
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.
Delivered on Zoom. Places are limited.
Four 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 27th November, 16th December, 6th January & 15th January, commencing at 17:00. Recordings will be made available after each event.
At the end of the course, two full day Zoom workshop dates will be held on 7th & 12th February, 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.
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.
| 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 |
1 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.
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.
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.
| 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 |
Out of 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.
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.
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.
| 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 |
12 in stock
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.
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.
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.
| 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 |
5 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.
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.
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 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.
