Monthly Archives: January 2018

//January

We’ve submitted our complaint to the Competition and Markets Authority (CMA)

As promised in last week's blogs, we have now submitted our letter of complaint to the CMA. In case you'd like to borrow some or all of our words for your own complaint letter, the following is the content of our letter: We are a small financial services training provider called Bespoke Training Solutions. We [...]

By | January 22nd, 2018|Uncategorised|1 Comment

The introduction of CII’s exam packages makes headline news…

In case you haven’t seen it, Financial Adviser published an article yesterday about the CII’s recent policy changes relating to their study and exam options. Here’s a link to the article: https://www.ftadviser.com/your-industry/2018/01/17/cii-under-fire-for-changes-to-exam-package/?page=1 As many of you will be aware, BTS have been commenting on the CII exam changes and the introduction of compulsory exam packages, [...]

By | January 18th, 2018|Uncategorised|0 Comments

R05 Workshop Soundbites

BTS have recently ran a series of R05 workshops for one of our wealth management clients. This involved two 2-day workshops for four separate groups, Edinburgh, London, Solihull and Manchester. The attendees were mainly second careerists with little or no financial services experience. R05 is always talked about as an 'easier' exam in the RO set. [...]

By | January 16th, 2018|BTS News, Talking Points|0 Comments

What can help me pass the CII’s RO1 exam?

We are now into 2018, and facing a number of Chartered Insurance Institute changes that make passing any of their exams a whole lot tougher. If you are not aware of these changes they are: No CII face to face workshops The CII have completely pulled out of offering learners any workshop support. This is [...]

By | January 14th, 2018|Uncategorised|0 Comments

We’ve submitted our complaint letter

As promised in last week's blogs, we have now submitted our letter of complaint to the CII. In case you'd like to borrow some or all of our words for your own complaint letter, the following is the content of our letter: For the attention of: Inga Beale: President of the CII Board Sian Fisher: [...]

By | January 14th, 2018|BTS News, Talking Points|0 Comments

One week on under the new CII regime.

A week has gone by since the CII decision to give no choice to its students in the exam package purchases for RO/JO and AF exams. Looking at the details (below) from the CII’s published Global Cooperation Strategy… As the premier professional body for the insurance and financial planning professions, the Chartered Insurance Institute (CII) promotes [...]

By | January 9th, 2018|BTS News, Talking Points|0 Comments

What is happening at CII Towers?

Last month we had the announcement that the CII is withdrawing completely from offering any face to face revision workshops for individuals studying RO, JO or AF exams. On Thursday 4th January, BTS found out that, for most financial services regulated exams, the CII have introduced an all-inclusive packaged approach. This means that you can [...]

By | January 6th, 2018|BTS News, Talking Points|1 Comment