About Jeff

PRINCE2 Practitioner Jeff’s experience spans 25 years in the Financial Services market, including Programme and Project management, sales and marketing and training design / delivery. Key skills include helping organisations to convert goals and objectives into manageable, auditable and achievable deliverables, and then tracking them through to tangible results.

BTS R06 Workshops are filling up fast

BTS have scheduled three two-day R06 workshops in the lead up to the April R06 exam. For this group of workshops we have chosen dates that immediately follow the release of the case studies, as part of a cunning exam strategy! The R06 workshop dates are: 25th - 26th March Leadenhall Building London (now full) [...]

By | March 17th, 2019|BTS News, Talking Points|0 Comments

What can help me pass my CII’s R01 exam?

We are now into 2019, and facing the usual challenges that make passing any Chartered Insurance Institute exams a whole lot tougher… If you are not aware of the challenges, a couple of key ones are: No CII face to face workshops The CII pulled out of offering learners any workshop support at the start [...]

By | February 25th, 2019|BTS News, Talking Points|0 Comments

Are you sitting the CII R06 exam in October?

Well here we are again, starting the run up to the next R06 exam sitting in October. We have just had the July exam results released last Friday, so this is a good time to take stock of how BTS and our R06 students fared. What were BTS results like? Pretty good. Luiza ran a couple [...]

By | August 20th, 2018|BTS News, Talking Points|0 Comments

BTS have been hot off the R06 mark…

The two R06 case studies were released on Friday and since then our designers have been hard at work producing the BTS analysis document. Our aim was to get this to you in a speedy fashion, with no compromises on quality, so that you have plenty of time to get to know the exam case [...]

By | June 25th, 2018|BTS News, Talking Points|0 Comments

BTS hit the RO1 jackpot again.

BTS have recently started working with a new client, running an Academy for a group of seven of their new employees with little or no financial services experience. The plan is to upskill these people with a level 4 qualification within a six-month period. In the main, they will be full time employees who will [...]

By | March 10th, 2018|BTS News, Talking Points|1 Comment

Passing CII RO exams

Now that the dust has settled following the CII’s attempt to introduce a package system for R0 and AF exams, it is time to look at how BTS open R0 workshops are going, and what else is on offer in the marketplace to support students. The 2017 CII country wide pass-rates are out. They make [...]

By | March 4th, 2018|BTS News, Talking Points|0 Comments

Great news from the CII regarding exam packages…

You may not be aware, but there has been some exciting news recently from the Chartered Insurance Institute. There hasn’t been any formal public announcement (that BTS can see) but the news is definitely out in the public domain. Individuals are contacting BTS to share what they’ve been told in replies to their complaints, plus [...]

By | February 6th, 2018|Blog|2 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 are R0 students supposed to do?

We have just found out that the Chartered Insurance Institute have made the decision that, from 2018, they will no longer offer R0 workshops to the general market for candidates who are studying for these exams.   This means that the qualifications that involve such a commitment in terms of study time, question practice, and [...]

By | December 3rd, 2017|BTS News, Talking Points|0 Comments

Bridging the Succession Gap

Much has been written about the current demographic challenges facing the Financial Services Profession. We know that there is an ageing adviser population with the average age of an adviser estimated to be north of fifty, and survey after survey stating that at least one third of advisers are looking to retire in the next [...]

By | July 7th, 2017|Talking Points|1 Comment