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Bespoke Training Solutions

We are specialists in supporting individuals through the
CII Diploma in Regulated Financial Planning and the CII advanced exams.

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Advice Skills

The BTS Soft Skills and CPD Toolkits have been designed to support your professional development.
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R0 Exam Toolkits

The BTS R0 Exam Toolkits have been designed to guide you through all 6 R0 units, helping you to achieve your CII Diploma in Regulated Financial Planning.

AF Exam Study Toolkits

The BTS AF Exam Toolkits have been designed to help you to achieve credits towards the Level 6 Advanced Diploma in Financial Planning.

CF & J0 Exam Toolkits

The BTS CF and J0 Exam Toolkits have been designed to guide you through the CII exam units to help you achieve your next qualification.

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Soft Skills & CPD Toolkits

The BTS Soft Skills and CPD Toolkits have been designed to support your professional development.

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Chat to others studying the same exam

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Get off to a great start with a study plan

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Upcoming Workshops

EVENT TICKET – R04 Revision Workshop | 17th & 20th November 2023

2 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£200 +VAT
PFS/CII MEMBER COST:£200 +VAT

£200.00 (£240.00 inc. VAT)

Out of stock

Event Information

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

What is the BTS R04 workshop like? Our workshop consists of two fun-packed days led by a BTS trainer, plus the company of other candidates in the same position as you. The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus. With a subject as complex as R04 you need a facilitator that knows their stuff. BTS facilitators love pensions as a subject and are skilled at bringing key subjects to life through examples, visuals and exam style practice questions. Painting pictures is absolutely essential with pensions as your subject matter to ensure candidates both understand and can apply key concepts to exam style examples. 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. R04 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 and perhaps struggling a bit with all those pension rules!

What makes the R04 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, practice tests, technical revision sheets and a 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 R04 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 two-day workshop will be held on a Friday and Monday.

Each 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.

BTS STEP Approach to Learning

20 Years of Expertise:

Why you can trust Bespoke Training Solutions to further your success…

BTS are ‘The Exam Experts’ for the CII papers. We specialise in supporting individuals through the CII Diploma in Financial Planning, more commonly known as the R0 exams. 

We also support some of the advanced papers, known as the AF exams. With 20 years’ experience, our unique STEP approach has helped thousands of trainee advisers, paraplanners, administrators and managers achieve a first-time exam pass.

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