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So far BTS Team has created 25 blog entries.

Here we go again…

The time is upon us for another R06 exam. The Integrated Financial Planning R06 exam is different from all the other CII R0 exams. The main differences are: It is less ‘technical’ in terms of the knowledge that it tests In the other R0 exams, such as R03, you literally need to know all there [...]

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

BTS Open Workshops 2018; an update…

We have just finished the first quarter of BTS offering face to face open R0 workshops, after the CII pulled out of this market. We had no idea if there would be an appetite out there for what BTS can offer. How have BTS R0 workshops been received? Well, you will not be surprised to [...]

By | April 23rd, 2018|BTS News, Talking Points|0 Comments

Are you sitting the CII R06 exam in April?

The CII R06 Financial Planning Practice paper is different from the other five required for the QCF level 4 qualification: the Diploma in Regulated Financial Planning. It is a three-hour written paper. Two case studies are sent to students two weeks before the exam sitting, allowing pre-exam preparation to be completed. As it is hand-marked, [...]

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

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

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

What is in store in 2018 for those studying for CII exams?

An update from Luiza Todd The dust has now settled on the news that the Chartered Insurance Institute are no longer running ‘in-house’ exam revision workshops. This still feels like such a strange decision for an examining body to make. I cannot believe that there is not still a huge appetite for R0 exam support [...]

By | December 27th, 2017|BTS News, Talking Points|0 Comments