R05 Workshop Soundbites

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. Well, countrywide results in 2016 averaged at 67.09%. If it is so easy, why are results not better?

We have achieved the following pass-rates from our workshops:

Location Numbers attending Pass numbers % Pass-rates
London 15 14 93%
Manchester 10 9 90%
Solihull 13 12 92%
Edinburgh 12 11 92%

Here is feedback we received from some of the BTS R05 students.

“The training course exceeded my expectations, it was very informative and practical, the syllabus was excellently delivered. I felt more empowered and it has provided me with an excellent insight into what I consider are some very useful and powerful tools. Knowledgeable and engaged instructor with good teaching skills and excellent patience. Finally, very enjoyable course”.

Sofie Farrell – Trainee Wealth Manager

“The superb R05 training by BTS gave me the confidence, and ability, to succeed”.

Matthew Pidd– Trainee Wealth Manager

“The BTS workshop I attended for my R0O5 exam was the reason I comfortably passed my exam. The workshop with Luiza made what I thought was complicated study text, very easy and simple to understand”.

Daniel Nardiello – Trainee Wealth Manager

“I really benefited from the BTS study guide, for me it brought the syllabus to life and made that part of the study process much more enjoyable.  I also benefited from the R05 workshop which Luiza facilitated and this was a real win. The sessions were delivered in a very thorough and enjoyable manner and I would certainly recommend BTS as the “go to” place to help with passing the CII exams.

Thanks again BTS – look forward to the next one!”

Craig Macindoe – Trainee Wealth Manager

“The BTS workshops are a must for anyone wanting to pass the R0 exams. BTS are experts in their field and share their knowledge in a clear, informative and fun manner. I would highly recommend the workshop to anyone taking the R0 exams. They really can make a difference in you achieving a pass grade at the first attempt”.

Steve Radcliffe – Trainee Wealth Manager

“BTS trainers have the ability to teach complex subjects in an easy digestible manner. The use of real- life examples, visualising the subject matter through diagrams, graphs and key words helps you to understand and learn the material.  This allows you to recall the information for the exam and apply the knowledge to answer the questions. The workshop was well designed, structured, an excellent learning process and fun at the same time! With the techniques acquired I passed RO5 on my first sitting. I would highly recommend Luiza and BTS for your studies”.

Sameer Ullah – Trainee Wealth Manager

“Luiza was energetic and knowledgable and presented the course in a humorous way which kept all participants interested. The material was well prepared and presented and delivered in a memorable language which made complex issues clearly understandable”.

Deborah Phillips – Trainee Wealth Manager

I would say that BTS workbooks make a real difference in helping me to better understand the material as compared to the CII book, you use diagrams / charts and break complex areas into easier to understand blocks. The courses I have attended have made a significant difference to my understanding of the material and you have been extremely beneficial in how you articulate the subject matter and create a closer to real-life definition.

Chris McNeil – Trainee Wealth Manager



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