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 last minute pre-exam cramming, plus lots of practice ‘exam style’ questions.

RO5 is always talked about as an 'easier exam' in the RO set. Well, countrywide results in 2016 averaged at 67.09%. If it is so easy, why are results not better?

We have achieved a 93% pass-rate with our group of 14. We had 13 first time passes and only one fail. Some students used the BTS RO5 study guide, some the new BTS App RO Study Buddy.

We are delighted with these exceptional results based on BTS’s input and materials, plus a lot of hard work from our fantastic students.

Here is a selection of the feedback we received from some of our RO5 students.

Last week I attended two revision workshops in preparation for the RO5 exam. The BTS facilitator was very thorough and kept the sessions fun and interactive. There were lots of real life examples too, which really helped with understanding the concepts. All important aspects of the course were covered and there was also a lot of focus on exam style questions. Happy to say that I passed first time and found the exam straightforward”.

Maria Isaeva – Trainee Wealth Manager

“I have been on the BTS workshops for both the R01 and R05 exams. I am new to the finance industry, so the thought of CII exams was very daunting to me. The BTS facilitator improved my knowledge and confidence so much during the workshops I honestly don’t think I would have passed without it. With two days workshops for each exam it was a case of prioritising important areas of the syllabus rather than trying to cover everything. I can’t speak highly enough of my experience and will be using BTS for all my future R0 exams”.

Connor Essam – Trainee Wealth Manager

"Having already established an average understanding of the requirements of the R05 myself, BTS really helped tie everything together which ultimately gave me a real understanding to pass this exam. My understanding before BTS was a little fragmented, and so working with Luiza really helped me focus on the important aspects of this exam”.

Jim Springate – Trainee Wealth Manager

“I have now experienced two training courses with BTS and passed both exams first time ... I cannot thank you enough for the brilliant training and I honestly feel that I would not have passed the exams without you!!”

Olivia Higson – Trainee Wealth Manage

I found it extremely helpful in being able to put into practice the content of the R05 book. This was invaluable when it came to the exam. The test papers, and being able to have any queries answered, helped massively too

Nick Lake - Trainee Wealth Manager