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AF7 Pension Transfers Case Study e-Learning Module 2022-2023 (120-day enrolment)
£162.50 (£195.00 inc. VAT)
The programme focused on the subjects members historically find the most difficult; R01 Financial services, regulation and compliance, R02 Investment and risk, R03 Personal taxation and R04 Pensions and retirement planning.
In quarter 4 of 2020, the first programme of one-day workshops were offered. BTS realised quickly that a one-dayer was simply not enough for these subjects. So, how could we offer a two-day workshop, in a pandemic, to individuals who were probably working at the same time (unless on furlough, unemployed or between roles)? Janice at the Leicester institute had a flash of inspiration; how about running the first day on a Friday and the second on the following Monday to minimise time away from the working week?Â
BTS and the PFS Institutes agreed to offer two-day workshops on this basis, from quarter one of 2021. These workshops are subsidised by the PFS and the Insurance Institutes of Leicester and Nottingham (through additional funding), and by BTS (offering lower daily rates than our commercial fees).
So far, in 2021 Q1 BTS and the two PFS Institutes have put on two R01, two R02 and two R04 workshops due to overwhelming demand. We have had one non-starter – offering support for R05 Financial protection. It seems the consensus is that members can cope with R05 on their own (let’s hope they are using any combination of the BTS study guide, e-Learning and App R0 study buddy).
Feedback on BTS facilitators and the workshops has been outstanding too, including comments such as:
The response has been so good, we have even had requests to extend the two days to three (now that’s keen for you!)
BTS and the PFS Insurance Institutes of Leicester and Nottingham have agreed to fund and facilitate a quarterly programme of workshop support for these four R0 subjects. We will be offering one two-day workshop in each quarter on R01/2/3 and 4. Follow this link if you want to see which dates are available:
https://www.localinstitutes.cii.co.uk/leicester/home/events/forthcoming-events/
Spread the word and get booked on a workshop if you are sitting any of these exams this year; they will sell out pretty quickly, especially as we get closer to each set of dates.
Get the word out to your connections and network. These days are an absolute steal in terms of costs and are amazing quality, as you can see from results and feedback. They really will make a difference to your R0 exam sittings.
Contact us for more details. We are always delighted to talk to candidates to see how we can help – get in touch.
BTS study guides provide a clear, visual way to study for regulated exams.Â
There is no need to purchase the examining body R0 study text, our BTSÂ guides are a complete replacement.
Available in a choice of two formats: printed or digital.
BTS offer face to face and remote workshops, and 1:1 training.
Our training ensures candidates fully understand the concepts that lie behind each of the key learning outcomes.
BTS training can also help identify key syllabus areas that are more popular with the R0 examiner.
BTS e-Learning is ideal for people who learn best using visual, online and interactive tools.
It allows you to work through your R0 studies at your own pace, with the BTS team behind you all the way.
BTS e-Learning can again show you the key syllabus areas that are more popular with the R0 examiner.
The BTS R0 Study Buddy app replicates the CII exam standard as closely as possible.
Practise exam questions on your mobile device with fully explained answers.
The app allows you to complete full specimen exams and/or concentrate on a key learning outcome.
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