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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

R05 Workshop Results and Student Feedback

BTS have just run a RO5 workshop for one of our Wealth Management clients. This involved an action-packed two-day workshop facilitated in London. The attendees were mainly second careerists with little or no financial services experience. This workshop was full to brimming with relevant theories and practice, lots of handouts, including one page ‘crib-sheets’ for [...]

By | December 12th, 2017|BTS News, Talking Points|1 Comment

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

Continuing the R01 success rates

BTS have just completed another R01 workshop for six Edinburgh students. All were sitting their R01 exam within a few weeks of the workshop and were concerned about retaining knowledge in subject areas that were... a tad dull! The R01 financial services, regulation and ethics exam is not getting any easier. Pass-rates country wide remain [...]

By | May 29th, 2017|BTS News, Testimonials|0 Comments

Feedback from delegates on our April R06 Workshop

BTS facilitated an RO6 workshop for attendees nationally in advance of the April 2017 sitting. Students came from a number of different companies with a range of different experiences. Two days were spent looking at the exam case studies, talking about required question answering techniques and practising exam style questions. Time was also spent on [...]

By | May 20th, 2017|BTS News, Testimonials|0 Comments

The ‘Best Kept Secret’ succeeds again.

BTS recently ran an open workshop for R06, which was attended by delegates who had no previous experience of BTS.  One comment that made us think, was made by a student who had sat a few R0 exams. The lady concerned shared how, during pre-exam discussions, she had often heard of BTS from other candidates. They gave [...]

By | May 11th, 2017|BTS News, Testimonials|0 Comments


Well, a group of BTS students have finally done it! In a CII R0 exam that has countrywide pass-rates of 57.92%, by hard work and using BTS support, a group of students have achieved the unheard of – a 100% pass-rate!!! Our group of R02 students were 16 second careerists with little or no financial services background. [...]

By | February 21st, 2017|BTS News, Testimonials|0 Comments