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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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Insurance Exam Study Support

BTS Insurance focused products, offering our famous BTS support to individuals studying towards their CII Insurnce qualifications.
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Careers Zone

Articles, Webinars, Exam News, Forums, Study Plans and more...
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Advice Skills

The BTS Soft Skills and CPD Toolkits have been designed to support your professional development.
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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.

R01

Financial Services, Regulation and Ethics

R02

Investment Principles and Risk

R03

Personal Taxation

R04

Pensions and Retirement Planning

R05

Financial Protection

R06

Financial Planning Practice

FREE SAMPLE PACKS


To help you choose the support that's right for you, we've put together a pack of FREE samples for each unit, allowing you to try out some of the different BTS support options.
ORDER YOUR FREE SAMPLE PACKS
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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.

AF1

Personal Tax and Trust Planning

AF4

Investment Planning

AF5

Financial Planning Process

AF7

Pension Transfers

AF8

Retirement Income Planning

CF1, CF6, CF8, ER1, FA2 and J0 Exam Toolkits

The BTS CF1, CF6, ER1 and J0 Exam Toolkits have been designed to guide you through the CII exam units to help you achieve your next qualification.

CF1

Financial Services, Regulation and Ethics

CF6

Mortgage Advice

CF8

Long Term Care Insurance

ER1

Equity Release

FA2

Pensions Administration

J02

Trusts

J05

Pension Income Options

J10

Discretionary Investment Management

J12

Securities Advice and Dealing

Soft Skills & CPD Toolkits

The BTS Soft Skills and CPD Toolkits have been designed to support your professional development.

Soft Skills

Advice Skills

Insurance Exams

M05

Insurance Law

IF1

Insurance, Legal and Regulatory

Forums

Chat to others studying the same exam
VIEW FORUMS

Study Plans

Get off to a great start with a study plan
VIEW STUDY PLANS

Webinars

Find out more about exams
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Upcoming Workshops

EVENT TICKET – LM1: Session 4 Workshop | 28th November 2025

2 hours

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 8 and 9, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.
LOCATION:Microsoft Teams
START/END TIME:2pmm - 4pm
STANDARD COST:40.83 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:N/A
LUTON & HERTS MEMBER COST:N/A

£40.83 (£49.00 inc. VAT)

12 in stock

Event Information

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 8 and 9, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions. Event Information By the end of this session, you will be able to:
  • Explain the brokers role in supporting both their customers and insurers
  • Define the underwriters role and how delegated authority works

How to Use

How to Use
Treat the workshop as an opportunity to clarify doubts, sharpen your exam technique, and boost your confidence for the real exam! 

Come Prepared 

  • Review your study materials and note down any topics or questions you’re struggling with. 
  • Bring your CII textbook, notes, and a list of specific areas you want to focus on. 

Be Active and Engaged 

  • Participate in discussions and activities and don’t be afraid to ask questions. 
  • Take notes on key points, especially tips and techniques shared by the Tutor. 

Focus on Exam Technique 

  • Pay close attention to any practice questions or mock exam sections. 

Use the Workshop as a Springboard 

  • After the session, review your notes and tackle any remaining weak areas. 

Delivery | Access

The workshop will take place on Microsoft Teams. Places are limited. You’ll receive an email confirmation with the link and joining instructions. 

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.

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 – IF3: Session 4 Workshop | 28th November 2025

2 hours

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 10 and 11, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.
LOCATION:Microsoft Teams
START/END TIME:10am - 12pm
STANDARD COST:40.83 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:N/A
LUTON & HERTS MEMBER COST:N/A

£40.83 (£49.00 inc. VAT)

8 in stock

Event Information

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 10 and 11, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions. Event Information By the end of this session, you will be able to:
  • Explain factors to consider in assessing a risk premium
  • Identify concept of Return of Capital Employed
  • Explain the effects of expense costs and tax on premium rates
  • Describe the basic factors influencing the market cycle
  • Describe risk accumulation & the considerations of reinsurance

How to Use

How to Use
Treat the workshop as an opportunity to clarify doubts, sharpen your exam technique, and boost your confidence for the real exam! 

Come Prepared 

  • Review your study materials and note down any topics or questions you’re struggling with. 
  • Bring your CII textbook, notes, and a list of specific areas you want to focus on. 

Be Active and Engaged 

  • Participate in discussions and activities and don’t be afraid to ask questions. 
  • Take notes on key points, especially tips and techniques shared by the Tutor. 

Focus on Exam Technique 

  • Pay close attention to any practice questions or mock exam sections. 

Use the Workshop as a Springboard 

  • After the session, review your notes and tackle any remaining weak areas. 

Delivery | Access

The workshop will take place on Microsoft Teams. Places are limited. You’ll receive an email confirmation with the link and joining instructions. 

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 – M92: Session 4 Workshop | 26th November 2025

2 hours

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 9 and 10, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.
LOCATION:Microsoft Teams
START/END TIME:2pm - 4pm
STANDARD COST:53.33 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:N/A
LUTON & HERTS MEMBER COST:N/A

£53.33 (£64.00 inc. VAT)

1 in stock

Event Information

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 9 and 10, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.

Event Information
By the end of this session, you will be able to:

  • State when & why certain ratios should be used and apply these to case studies to demonstrate how they operate
  • Describe how rating agencies analyse a company’s financial strength and how this impacts carriers
  • List the regulatory solvency requirements, explain how insurers demonstrate compliance and the consequences if they fail to do so

How to Use

How to Use
Treat the workshop as an opportunity to clarify doubts, sharpen your exam technique, and boost your confidence for the real exam! 

Come Prepared 

  • Review your study materials and note down any topics or questions you’re struggling with. 
  • Bring your CII textbook, notes, and a list of specific areas you want to focus on. 

Be Active and Engaged 

  • Participate in discussions and activities and don’t be afraid to ask questions. 
  • Take notes on key points, especially tips and techniques shared by the Tutor. 

Focus on Exam Technique 

  • Pay close attention to any practice questions or mock exam sections. 

Use the Workshop as a Springboard 

  • After the session, review your notes and tackle any remaining weak areas. 

Delivery | Access

The workshop will take place on Microsoft Teams. Places are limited. You’ll receive an email confirmation with the link and joining instructions. 

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 – I10: Session 4 Workshop | 26th November 2025

2 hours

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 6 and 7, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.
LOCATION:Microsoft Teams
START/END TIME:10am - 12pm
STANDARD COST:40.83 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:N/A
LUTON & HERTS MEMBER COST:N/A

£40.83 (£49.00 inc. VAT)

11 in stock

Event Information

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 6 and 7, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions. Event Information By the end of this session, you will be able to:
  • Explain different monies held by insurance brokers
  • Understand the impact of IDD
  • Describe the importance of retaining clients and new business
  • Understand the importance of good market conduct
  • Explain the role of the FOS
  • Describe the impact of errors and omissions

How to Use

How to Use
Treat the workshop as an opportunity to clarify doubts, sharpen your exam technique, and boost your confidence for the real exam! 

Come Prepared 

  • Review your study materials and note down any topics or questions you’re struggling with. 
  • Bring your CII textbook, notes, and a list of specific areas you want to focus on. 

Be Active and Engaged 

  • Participate in discussions and activities and don’t be afraid to ask questions. 
  • Take notes on key points, especially tips and techniques shared by the Tutor. 

Focus on Exam Technique 

  • Pay close attention to any practice questions or mock exam sections. 

Use the Workshop as a Springboard 

  • After the session, review your notes and tackle any remaining weak areas. 

Delivery | Access

The workshop will take place on Microsoft Teams. Places are limited. You’ll receive an email confirmation with the link and joining instructions. 

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.

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 – M80: Session 2 Workshop | 25th November 2025

2 hours

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 3 and 4, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.
LOCATION:Microsoft Teams
START/END TIME:10am - 12pm
STANDARD COST:53.33 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:N/A
LUTON & HERTS MEMBER COST:N/A

£53.33 (£64.00 inc. VAT)

8 in stock

Event Information

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 3 and 4, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.

Event Information
By the end of this session, you will be able to:

  • Differentiate between corporate and underwriting strategy
  • Outline difference between profit and growth
  • Explain significance of physical and moral hazard
  • Explain how insurers categorise and classify risks
  • Outline strategy and distribution channels
  • Explain impact of mergers and acquisitions

How to Use

How to Use
Treat the workshop as an opportunity to clarify doubts, sharpen your exam technique, and boost your confidence for the real exam! 

Come Prepared 

  • Review your study materials and note down any topics or questions you’re struggling with. 
  • Bring your CII textbook, notes, and a list of specific areas you want to focus on. 

Be Active and Engaged 

  • Participate in discussions and activities and don’t be afraid to ask questions. 
  • Take notes on key points, especially tips and techniques shared by the Tutor. 

Focus on Exam Technique 

  • Pay close attention to any practice questions or mock exam sections. 

Use the Workshop as a Springboard 

  • After the session, review your notes and tackle any remaining weak areas. 

Delivery | Access

The workshop will take place on Microsoft Teams. Places are limited. You’ll receive an email confirmation with the link and joining instructions. 

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 – M05: Session 4 Workshop | 26th November 2025

2 hours

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 8, 9 and 10, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.
LOCATION:Microsoft Teams
START/END TIME:10am - 12pm
STANDARD COST:53.33 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:N/A
LUTON & HERTS MEMBER COST:N/A

£53.33 (£64.00 inc. VAT)

8 in stock

Event Information

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 8, 9 and 10, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.

Event Information
By the end of this session, you will be able to:

  • Explain how the insurance principles of indemnity, contribution and subrogation are applied to claims
  • Describe how these principles are modified by the insurance contract & market practises
  • Identify important legal precedent which impacts how they operate

How to Use

How to Use
Treat the workshop as an opportunity to clarify doubts, sharpen your exam technique, and boost your confidence for the real exam! 

Come Prepared 

  • Review your study materials and note down any topics or questions you’re struggling with. 
  • Bring your CII textbook, notes, and a list of specific areas you want to focus on. 

Be Active and Engaged 

  • Participate in discussions and activities and don’t be afraid to ask questions. 
  • Take notes on key points, especially tips and techniques shared by the Tutor. 

Focus on Exam Technique 

  • Pay close attention to any practice questions or mock exam sections. 

Use the Workshop as a Springboard 

  • After the session, review your notes and tackle any remaining weak areas. 

Delivery | Access

The workshop will take place on Microsoft Teams. Places are limited. You’ll receive an email confirmation with the link and joining instructions. 

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.

Follow us on Social Media @BespokeTrainingSolutions

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Registered in England | Company No. 09063924

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