R04 Printed Study Guide

R04 Pensions and retirement planning – Printed Study Guide 2023-24

£130.00

Buy Now
Share this Product
Description
Working through our study guide is the essential first step in your R04 study plan.

The BTS R04 study guide is a complete replacement for the examining body textbook.

How is the BTS R04 study guide different?

Our study guides have been designed with learners in mind. We bring the subject matter to life by building up the key knowledge areas with you, using charts and visuals to paint pictures, making the syllabus as interesting as possible. It’s packed full of exam-relevant content, activities, exam style end of chapter questions plus a whole specimen exam.

This BTS R04 study guide is not a shortened version. If you are hoping for a 50 pages document that tells you everything you need to know to pass the exam, this is not for you (and no such document exists). What the BTS guide does contain is some brilliant ways of explaining the key pension concepts so you learn ‘bit by bit’.

The guide is written in an easier to understand format and to keep you going there’s a thread of BTS humour weaved throughout.

Available in a choice of printed or digital format.Mind not made up? Order a free sample to try before you buy.
How to Use

The key to exam success is not just reading and learning technical information parrot fashion. 

Think of your BTS study guide as the first step on your very own revision track. You’ll be able to check your progress throughout, using activities, practice questions and end of chapter tests.

As you work through each chapter, you will gradually cover the full R04 syllabus and practise the required exam techniques through the use of:

  • example questions with explained answers
  • short-answer and multi-response questions to practise on
  • activities that test and embed learning
  • end of chapter summaries highlighting key learning points
  • a full specimen exam with explained answers

 

You don’t need to purchase the examining body version of the text book – you can opt to sit the exam stand-alone by selecting ‘assessment only’ on the CII website and then order a BTS Study Guide instead.

Delivery / Access

BTS study guides are available in a choice of two formats: printed or digital. The content is the same for both versions, the choice depends on which works best for you.

Digital study guides are designed as an online interactive guide, perfect for people who learn best using on-screen interactive tools. They are fully optimised for mobile and tablet displays meaning you can study on the go. Digital study guides are not pdfs and are not printable or downloadable.

Digital study guides are available to access online for a 120-day subscription period. If you think you will need longer than 120 days to complete your study of the unit we advise you to choose the printed version instead.

Access your digital study materials via your PC or mobile by logging into your BTS account. You will find your purchased digital study guides in My Account – My Courses 

 

Printed study guides are designed for people who learn best using physical, paper materials and like to highlight sections and make notes on their study materials.

Orders for printed study guides placed before 2pm Monday – Friday are processed and dispatched the same day. Delivery is by local courier and is usually within two working days of dispatch.

Delivery times may vary depending on the destination address.

 

Free samples of both formats are available in the shop, so you can ‘try before you buy’.

Upcoming Events

EVENT TICKET – AF5 Exam Preparation Workshop | 1st February 2024

1 day event

The workshop is scheduled for the week following the release of the AF5 exam fact find. BTS will have analysed the AF5 fact find prior to the workshop, and the workshop day will involve working through model questions and answers to practice key AF5 exam techniques and technical knowledge. Access to the AF5 fact-find analysis e-Learning module is included in the workshop fee, so workshop attendees don’t need to purchase the e-Learning separately.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:£319 +VAT
PFS/CII MEMBER COST:£219 +VAT (Leicester members)

£319.00 (£382.80 inc. VAT)

Buy Now

Event Information

Workshops are scheduled in the weeks leading up to each AF5 exam sitting to enable you to focus your preparation on the released fact-find. 

What is the BTS AF5 workshop like? The workshop concentrates on the key technical knowledge and exam techniques that are essential for an AF5 exam pass. The workshop is scheduled for the week following the release of the AF5 exam fact find. BTS will have analysed the AF5 fact find prior to the workshop, and the workshop day will involve working through model questions and answers to practice key AF5 exam techniques and technical knowledge. You will have the opportunity to ask and discuss questions in a group forum as well, to prepare for the AF5 exam sitting as much as possible. AF5 workshop dates are available for each sitting of the exam. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

The workshop is ideal preparation in the lead up to your AF5 exam sitting.

What makes the AF5 workshop so useful?

A workshop is a live online event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam.

Discussions within the group can help to reassure you and improve your understanding of key exam areas.

You’ll get out of your day as much as you put in (and more!).

Access to the AF5 fact-find analysis e-Learning module is included in the workshop fee, so workshop attendees don’t need to purchase the e-Learning separately.

Access to the AF5 fact-find analysis for the previous exam sitting (for past paper practise) will be provided when your booking has been confirmed.

The BTS analysis for your sitting will then be automatically added to your account within four days of the release of the fact-find.

You’ll also be able to continue your conversations with your fellow AF5 candidates in our student-led forums.

Login to your BTS account and head over to the Careers Zone to access our forums.

Delivery | Access

Delivered on Zoom. Places are limited.

The day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

Access to the AF5 fact-find analysis for the previous exam sitting will be provided when your booking has been confirmed.

The BTS analysis for your sitting will then be automatically added to your account within four days of the release of the fact-find.

PFS subsidy availability:

The PFS Insurance Institute of Leicester has offered four subsidised places on this workshop.

If you are a member of the PFS Insurance Institute of Leicester please contact us before booking your space to receive a discount coupon worth £100 off the full workshop cost.

You must include your CII PIN number when you contact us to receive the discount coupon.

Subsidised spaces are available on a first come, first served basis.

Maximum of four subsidised spaces available. You can check your PFS affiliation here: Member search (thepfs.org)

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 one week 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 – AF4 Exam Preparation Workshop | 22nd & 26th February 2024

2 day event

The AF4 workshop allows you to benefit from a group environment as we go through some of the key elements of investment planning. You’ll see worked examples and can ask questions to consolidate your studies.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:£400 +VAT
PFS/CII MEMBER COST:£300 +VAT (Leicester members)

£400.00 (£480.00 inc. VAT)

Buy Now

Event Information

Workshops are scheduled in the weeks leading up to each AF4 exam sitting to enable you to focus your preparation on what the examiner is looking for. 

What is the BTS AF4 workshop like? The AF4 workshop allows you to benefit from a group environment as we go through some of the key elements of investment planning. You’ll see worked examples and can ask questions to consolidate your studies. You will be amazed at what you learn by being part of the workshop group and ‘having a go’ at the questions. Technical areas that may come up will be covered and revised, and group discussions around possible questions and answers will help a lot. AF4 workshop dates are available for each sitting of the exam. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

Attending a remote workshop is ideal preparation in the lead up to your AF4 exam sitting.

What makes the AF4 workshop so useful?

A workshop is a live online event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam. Discussions within the group can help to reassure you and improve your understanding of key exam areas. You’ll get out of your day as much as you put in (and more!).

After the workshop you will have 120-days access to a set of digital materials including specimen questions and answer feedback. Plus, a selection of technical crib sheets to organise your learning.

You’ll also be able to continue your conversations with your fellow AF4 candidates in our student-led forums. Login to your BTS account and head over to the Careers Zone to access our forums.

Delivery | Access

Delivered on Zoom. Places are limited.

Each day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

PFS subsidy availability:

The PFS Insurance Institute of Leicester has offered four subsidised places on this workshop.

If you are a member of the PFS Insurance Institute of Leicester please contact us before booking your space to receive a discount coupon worth £100 off the full workshop cost.

Subsidised spaces are available on a first come, first served basis.

Maximum of four subsidised spaces available. You can check your PFS affiliation here: Member search (thepfs.org)

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 one week 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 – AF1 Exam Preparation Workshop | 8th & 13th February 2024

This is a 2 day event

AF1 Workshops are scheduled in the weeks leading up to each AF1 exam sitting to enable you to focus your preparation on what the examiner is looking for.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:£400 +VAT
PFS/CII MEMBER COST:£300 +VAT (Leicester members)

£400.00 (£480.00 inc. VAT)

Buy Now

Event Information

Workshops are scheduled in the weeks leading up to each AF1 exam sitting to enable you to focus your preparation on what the examiner is looking for. 

What is the BTS AF1 workshop like? The AF1 workshop allows you to benefit from a group environment as we go through some of the key elements of tax and trust planning. You’ll see worked examples and can ask questions to consolidate your studies. You will be amazed at what you learn by being part of the workshop group and ‘having a go’ at the questions. Technical areas that may come up will be covered and revised, and group discussions around possible questions and answers will help a lot. AF1 workshop dates are available for each sitting of the exam. If you can’t see a date that works for you, get in touch to ask about more options

How to Use

Attending a remote workshop is ideal preparation in the lead up to your AF1 exam sitting.

What makes the AF1 workshop so useful?

A workshop is a live online event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam.

Discussions within the group can help to reassure you and improve your understanding of key exam areas.

You’ll get out of your day as much as you put in (and more!).

After the workshop you will have 120-days access to a set of digital materials including specimen questions and answer feedback.

Plus, a selection of technical crib sheets to organise your learning.

You’ll also be able to continue your conversations with your fellow AF1 candidates in our student-led forums.

Login to your BTS account and head over to the Careers Zone to access our forums.

Delivery | Access

Delivered on Zoom. Places are limited.

Each day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

Digital materials including; slides, specimen questions and technical crib sheets will be shared with you after the workshop.

PFS subsidy availability:

The PFS Insurance Institute of Leicester has offered four subsidised places on this workshop.

If you are a member of the PFS Insurance Institute of Leicester please contact us before booking your space to receive a discount coupon worth £100 off the full workshop cost.

Subsidised spaces are available on a first come, first served basis.

Maximum of four subsidised spaces available. You can check your PFS affiliation here: Member search (thepfs.org)

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 & no later than one week 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 – R05 Revision Workshop | 7th June 2024

1 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£100 +VAT
PFS/CII MEMBER COST:£100 +VAT

£100.00 (£120.00 inc. VAT)

12 in stock

Buy Now

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R05 workshop like? The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus and the key knowledge areas for a first-time R05 pass such as the different protection products, how they work and any taxation implications. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R05 workshop dates are added to the events calendar throughout the year. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies.

What makes the R05 workshop so useful?

A workshop is a live event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam.

Discussions within the group can help to reassure you and improve your understanding of key exam areas.

You’ll get out of your day as much as you put in (and more!).

After the workshop you will have 120-days access to a set of digital revision materials which include:

slides from the workshop, a set of practice tests, technical revision sheets and a full specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R05 candidates in our student-led forums.

Login to your BTS account and head over to the Careers Zone to access our forums.

Delivery | Access

Delivered on Zoom. Places are limited.

The one-day workshop will be held on a Friday.

The day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

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 one week 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.

SIGN UP TO OUR MAILING LIST