Attending a remote workshop can help consolidate the key knowledge required for an exam pass.
What is the BTS R05 workshop like? The workshop is designed to enhance your grasp and use of the most heavily weighted learning outcomes in the R05 syllabus. Our workshop consists of a fun-packed day led by a BTS trainer, plus the company of other candidates in the same position as you. You will 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. In this 1-day workshop we will cover: LO3: Understand the role and limitations of State Benefits and state/local authority funded solutions for financial protection, LO4: Understand the range, structure and application of life assurance and pension-based policies to meet financial protection needs, and LO5: Understand the taxation treatment of life assurance and pensions-based policies. Our LO3 discussion looks at the main state benefits and any changes that have happened to them. LO4 looks at types of life policies, and factors that influence how they are set up. Under LO5, we will look at the main taxes and how they are applied.
Delivered on Teams. Places are limited.
The day will commence at 09:30am sharp and finish by 16:30pm, with breaks timetabled for lunch etc throughout the day.
Please be advised that these sessions will be recorded for internal training and quality purposes only. Recordings won’t be shared with attendees after the workshop, so live attendance is required.
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 two weeks 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.
Delivered on Teams. Places are limited.
Access to four 1-hour technical videos covering the key topics of: Income Tax, Capital Gains Tax and NICs, IHT, and Trusts.
Four 1-hour (2:00pm-3:00pm) webinars will be held on 15th June, 29th June, 07th August, 14th August.
At the end of the course, two full day online workshop dates will be held on 19th August & 1st September, commencing at 09:30 and finish by 16:30.
Digital materials including; slides, specimen questions and technical crib sheets will be shared with you after the workshop.
Cancellation Policy:
The viability of the programme 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 two weeks 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 programme, the cost of attending will be refunded in full.
