Bespoke Training Solutions

Bespoke Training Solutions

Financial Services

'The Exam Experts' for the CII R0, AF & J0 papers. We achieve outstanding exam results for clients and candidates.

About us

BTS are 'The Exam Experts' when it comes to level 4 and level 6 exams and specifically the CII R0, AF and J0 exams. We have over 20 years experience, and have trained thousands of candidates in this time. We provide a range of options to support candidates with the Diploma in Regulated Financial Planning and on the route to Chartered. We have a proven outstanding track record of exam success for candidates and offer a variety of support materials. These include: BTS versions of the examining body study guides, amazing e-Learning modules, remote open workshops and an app, Study Buddy. We also deliver Academy programs for many prestigious clients. Go to our website to see more about what we do and how we can help you www.bespoketrainingsolutions.com. Or call us for an informal chat on 01748 822777.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Huddersfield
Type
Partnership
Founded
2003

Locations

  • Primary

    The Mews

    Little Brunswick Street

    Huddersfield, NE11 9DJ, GB

    Get directions

Employees at Bespoke Training Solutions

Updates

  • We posted this image at the start of the year and it’s hard to believe that it’s now the end of January😱 The thing is, as we head into Feb - it’s also going to be exams, exams and more exams, more so with so many of the L6 written papers on the horizon. That said, due to the nature of the multi-choice question exams…there really are exams being taken everyday…which is great for our industry with so many people working hard to develop their technical knowledge🤓👏🏻 BTS are here for this every day too, so no matter where you are in your studies, do bear us in mind when it comes to exam support. From full replacement study guides, to e-Learning modules, practise questions and workshops - we are here for you💯 We are here for you by phone and email, so do get in touch anytime because we are always so happy to chat and help you with your studies☺️ ☎️ 01748 822777 📧 enquiries@bespoketrainingsolutions.com #BTS #examsupport #exam #exams

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  • What brilliant news right here from one of our own Will Salmon. Will has worked so very hard and we want to say from all of us at BTS, a huge well done! #exampass #examsuccess #R03

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    Supporting You to Pass Your CII Financial Services Exams – Currently Undertaking My Own Exams to Better Guide You | Training | Qualifications | Diploma | Advanced Diploma | Academy

    A little personal post from me…I'm very proud to have passed my Chartered Insurance Institute R03 Personal Taxation exam at the weekend! 🚀   It's been a while and I've had some up’s and downs along the way so I am very happy to get this one passed.  And I'm especially pleased because it’s my first unit since I joined the fab Bespoke Training Solutions team 😎 and it’s another string to my bow to enable me to help other learners 🏹   BTS materials were superb as usual - special thanks to Jeff Scholes DipPFS for his excellent e-learning videos on IHT and Investment Products 💪 I found it so helpful to have that demonstrated visually.  And Maurita Black for her fantastic workshop guidance, your calculation tips were great!   The R03 Study Plan on the BTS Careers Zone was very helpful too, it gave me a good structure to follow👌although it didn’t mention anywhere about me catching flu during the process!🧐🤣   #R03 is a tough one due to the short amount of time available, but flagging the questions you're not sure of then coming back once you have done a first sweep of all 50 questions is a great tactic, it gave me confidence in the questions I’d answered already (which helped keep me calm) and gave me vital extra minutes to tackle the flagged questions win-win I'd say 🙌 As you may be only too aware already working full time and studying can be tough at times, but little victories like this make it all worthwhile 🏆 Congratulations to everyone who has passed an exam recently and very best of luck if you have one coming up 👍 🍀 Everyone at #BTS and Davies Talent Solutions is absolutely rooting for you 💪🎯   #financialservicesexams #anotheronebitesthedust #onwardsandupwards

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  • And our AF5 eLearning analysis of the gorgeous Martin and Sylvia Evans is now live folks. All that hard work, all that effort - now available for candidates to purchase, work through and hopefully nail this sucker of an exam 👍🤞💪 #AF5support #eLearninganalysis

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    ❗❗❗Two important notices❗❗❗ First of all - the exam booking deadline for the February AF5 exam is TODAY! Do not miss out if you are intending on sitting because you'll have to wait another six months! Second... ⭐⭐⭐Our AF5 Analysis is now LIVE!⭐⭐⭐ If you have purchased our fact find analysis for the February 2025 exam or have booked onto our workshop, you will now be able to access the analysis via your BTS account. If you haven't done either of these things, you can do so here: Purchase AF5 analysis: https://lnkd.in/eATrvjJY Book onto workshop (Friday 31st Jan 09:30-16:30): https://lnkd.in/eHFRJ5RV Booking onto a workshop also give you access to the fact find analysis, so there is no need to purchase separately. What's included in our analysis?🤔 ➡️Fact find key facts. ➡️Technical revision areas list. ➡️78 potential questions - many of them two-parters so this '78' is actually a lot higher. Questions are based across potential immediate and longer term financial aims. ➡️Model answers for each question, along with guidance on how to handle that type of question. ➡️Our workshop day will cover some time on the fact find itself, really getting to know Martin and Sylvia as well as lots of opportunity to hone our exam technique and have a go at questions and answers. What you waiting for? Let's show AF5 who's boss😉, which is exactly what #TeamBTS did over the weekend. Sterling effort everyone🤩 #AF5exam #BTS #ExamSupport #Workshop #FactFindAnalysis

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  • ❗❗❗Two important notices❗❗❗ First of all - the exam booking deadline for the February AF5 exam is TODAY! Do not miss out if you are intending on sitting because you'll have to wait another six months! Second... ⭐⭐⭐Our AF5 Analysis is now LIVE!⭐⭐⭐ If you have purchased our fact find analysis for the February 2025 exam or have booked onto our workshop, you will now be able to access the analysis via your BTS account. If you haven't done either of these things, you can do so here: Purchase AF5 analysis: https://lnkd.in/eATrvjJY Book onto workshop (Friday 31st Jan 09:30-16:30): https://lnkd.in/eHFRJ5RV Booking onto a workshop also give you access to the fact find analysis, so there is no need to purchase separately. What's included in our analysis?🤔 ➡️Fact find key facts. ➡️Technical revision areas list. ➡️78 potential questions - many of them two-parters so this '78' is actually a lot higher. Questions are based across potential immediate and longer term financial aims. ➡️Model answers for each question, along with guidance on how to handle that type of question. ➡️Our workshop day will cover some time on the fact find itself, really getting to know Martin and Sylvia as well as lots of opportunity to hone our exam technique and have a go at questions and answers. What you waiting for? Let's show AF5 who's boss😉, which is exactly what #TeamBTS did over the weekend. Sterling effort everyone🤩 #AF5exam #BTS #ExamSupport #Workshop #FactFindAnalysis

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  • For those of you working towards the Feb 2025 AF5 exam, we have great news🤩 Our Fact Find Analysis will go live tomorrow! Anyone that has already purchased, has booked onto our workshop or has access to BTS resources via their company’s Digital Academy, you will be able to delve into our analysis from tomorrow. Keep an eye on our comms to know exactly when we have gone live👍🏻 If you haven’t pre-ordered, you can do so here: https://lnkd.in/eATrvjJY Or, book onto our one-day workshop and you’ll get access to our analysis as well🥳 We were only running on workshop but due to demand, we are running a second one. Book your spot here: https://lnkd.in/eHFRJ5RV Massive thanks to the BTS team this weekend. Absolute grafters!💪🏻 Stand by for further updates tomorrow😉 #examsupport #AF5exam #BTS

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  • Martin and Sylvia Evans, our wonderful #AF5 client for February 2025🥰 There's an awful lot we don't know about our couple🤪 That said, we've still managed to build a pretty extensive technical revision list. Here's a few areas that we've come up with: ➡️The advice process stages. ➡️Small pots triviality. ➡️Fund choices - mechanics / risks / benefits. ➡️DWP benefits. ➡️Rental income tax /a allowable expenses. ➡️Impact of charitable donations on death. ➡️DFM vs AFM. What areas have you got on your list that you'll be brushing up on before the exam on 11th February?🤔 Fuelled by caffeine (some of us anyway🤣), the BTS team have swung into action again this morning in designing our Fact find analysis, which will be ready for our learners on Monday. Anyone that has booked onto our workshop on Friday 31st January, will receive access to our analysis as part of their workshop booking fee. Speaking of which, we've had quite a bit of demand for our workshop so we have now put on a second workshop, grab yourself a space here: https://lnkd.in/eSajvpdk Give us a shout if you want to chat through your AF5 prep - we'll get you on track and make sure you are feeling ready for whatever the examiner throws come exam day😉 #AF5exam #AF5February2025 #BTS #ExamSupport

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  • And just like that - the #AF5 fact find is here! Warm welcome to our clients for the next couple of weeks; Martin and Sylvia Evans🤗 If you are sitting the February 2025 exam, start getting to know Martin and Sylvia asap. Remember, this exam is NOT R06 - it's got arms and legs and the examiner will expect you to really get under the skin of these clients as well as give an extra layer of depth to the answers you give in your exam. It's not too late to add in a little BTS support, so do consider booking onto our workshop taking place next Friday 31st Jan, which will also give you access to our analysis. Or you can purchase our analysis separately. Head to our AF5 Toolkit, to find out more: https://lnkd.in/eEiDPybi Right...let's go #TeamBTS, we have work to do - and so do you if you are sitting the exam😜 #AF5February2025 #AF5exam #BTS #examsupport #letsgo

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  • It's "Workshop Wednesday" here at BTS… ok we totally made that up 🤣 but we thought we'd share with you a list of our upcoming online training workshops we are hosting for various exam units we support. 🙌   If you are determined to tick off a particular exam this year, or perhaps you've been struggling with one up to now, then one of our online training workshops might be just what you need! 💪   Training Workshops are a great way to help you revise the trickier aspects of a unit which, learners tell us, really helps embed knowledge and gain confidence in the run up to taking your exam. 🚀   Our workshop facilitators sit the exams each year, so they remain up to date on all the latest changes and trends - they really know their stuff and are happy to pass their knowledge onto you! 🏆   And of course you can ask questions about any particular areas that you may be struggling with and meet other learners going through the same study journey as you. 👩🎓   Have a look at the dates here and on our website link and feel free to contact us if you have any questions about them at all: https://lnkd.in/eQDbqujk   🔵 AF5 Exam Preparation workshop - 1 Day - 31st Jan 2025    🔵 R02 Revision Workshop - 2 Day - 31st Jan & 3rd Feb 2025   🔵 R03 Revision Workshop - 2 Day - 14th & 17th Feb 2025   🔵 R04 Revision Workshop - 2 Day - 28th Feb & 3rd March 2025   🔵 R05 Revision Workshop - 1 Day - 7th March 2025 💻 enquiries@bespoketrainingsolutions.com ☎️ 01748 822777 #examsupport #financialservices #training

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  • Wishing everyone sitting the #R06 day can tomorrow all the very best. The hard work is done, now to get a good night’s sleep and head into your three hours with Kathy, Bartek and Zofia, giving the very best advice. Five top tips… ✅Read the question, read it again. ✅Note down key words to help you stay on track. ✅Use your mnemonics to help give a wide spread of answers and remember company parts. ✅Personalise your answers back to the case studies wherever you can. ✅Manage your time well. And one more thing, that is more a necessity than a tip: BREATHE☺️ Let us know how you get on - we’ll be thinking of you all. #R06exam #R06January2025 #examday #goodluck #BTS #examsupport

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  • Just four more sleeps until the BTS team leaps into action to build another analysis - and we cannot wait! The #AF5 fact find will be released this coming Friday. What will we be dealing with? Whatever comes, we'll be working our socks off from the minute we get our hands on it. ➡️Analysing the individual/couple's circumstances. ➡️Thinking about any technical areas that we might need to brush up on. ➡️Considering any potential questions the examiner could ask. These are all things that learners ideally should spring into action with as well, rather than relying solely on a provider such as BTS. We are good (yes, we are biased😉) but you need to put in the legwork too. As always, we'll be running a one day workshop, taking place on Friday 31st January 09:30-16:30. We'll cover the basics to lay the foundation, get under the skin of the client/s and have a good go at some exam standard questions, ensuring you walk away with the tools you need to continue your prep towards the exam day. Want to book a spot? Head here: https://lnkd.in/eHFRJ5RV Workshop attendees also get access to our analysis but this can also be purchased as a standalone purchase here: https://lnkd.in/eATrvjJY Roll on Friday. AF5, we are coming for you!💥 #AF5exam #AF5February2025 #BTS #examsupport

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