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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

  • NEW FREE SAMPLE PACKS‼️ We are always very keen to show you how great our study materials are 😉 Which is why we have FREE samples of all our materials available for you to try - so you can see which ones would work best for you before you buy, because we all learn in different ways. Now we have made this even easier for you by creating a free sample pack of all resources for each unit you decide to try. In the pack you'll receive a free sample of: 📚 Study Guides - in both Printed and Digital format 💻E-learning module - a game changer for visual learners! Once 'purchased' (they are FREE🤣) You'll find your sample pack under My Learning when you log in 💪 #studysupport #ciiexams #studyguides #elearning

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  • Our latest article for Professional Paraplanner focuses on another challenging L4 exam - R03 - this can be a real nemesis for many people and is perhaps the toughest of them all 😬   Our own Will Salmon reflects on his experiences studying for and sitting the #R03 exam. It is certainly a tough unit with lots of challenges - Although with the right study plan and support materials it can be conquered 💪 Will gives a candid view on the difficulties he faced and gives valuable guidance to learners about to embark on #R03, based on his own recent experience. We hope you find it useful.   Read his article here: https://lnkd.in/eeQ-7EW9   Feel free to reach out to Will or the rest of the team if you'd like a chat about #R03 study support options, we are happy to help! 😎   #R03 #BTS #article #professionalparaplanner

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  • It's hard to believe that the Professional Paraplanner Awards 2025 are not too far away - especially as it doesn't feel very long ago that so many of us spent a wonderful day together in London last year. We still cannot believe that we won 'Best Training Resource for Paraplanners' for the fourth year in a row - we are so proud and always grateful💕 Each year, this wonderful day provides the perfect time and space to celebrate some of the fantastic efforts from individuals and businesses, within the paraplanning community. The 2025 Professional Paraplanner Awards are now open and those that are registered will have received an email letting you know how you can have your say, in recognising a person or business that you feel deserves recognition this year. We are privileged at BTS to work with so many brilliant administrators, paraplanners and support businesses, who all contribute so much. Let's all show our support by casting our votes for what will be another great day ahead with the Professional Paraplanner team🤩 #ProfessionalParaplanner #Awards #HaveYourSay #BTS #ExamSupport

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  • The April #R06 exam is getting closer!   10 days until the CII Case Studies are released 🕰️   29 days until exam day itself! ⌚️🗓️   How’s your study plan going? 📚📖 If you are sitting the exam in April how are you feeling about it?  Is anyone getting nervous yet? Or excited maybe?! Big shout out to you all - you’ve got this! 🙌🥇   We are very much looking forward to 'meeting' our case study clients in 10 days' time! 💪 #examsupport #financialservices #financialadvice #youcandothis

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  • Thanks for voting in our poll last week! 🗳️ Here's the results, which are very interesting: 🥇Revision Workshops 🥇Study Buddy App - joint winners! 🥈Study Guides 🥉E-learning Our Revision Workshops are very popular, who can beat live training with a qualified instructor and a group of fellow learners?! Study Buddy App is another great tool to have in your exam armoury, you can smash out exam questions on the bus! 🚎 Did you know though that our Study Guides are full replacements for the CII version, they cover every Learning Outcome for your exam, so if you use ours you won't need any other text. 💪 E-learning then take the heaviest weighted Learning Outcomes for your exam and delivers the knowledge in a more interactive and visual way, there are some excellent videos models on there as well as interactive activities which really help enhance your understanding of potentially difficult concepts.💻👍 Our resources are designed to work together We always recommend to start with our Study Guide first and then you can add other types as needed during your study journey 📚 Feel free to reach out to us if you have any questions on how we can help you with CII financial services exams ☎️01748 822777 💻enquiries@bespoketrainingsolutions.com

    You may already be familiar with our entire suite of different study materials available to support our learners🎓 But which have you found the most useful in your studies so far? Please vote in our poll below! 👍🗳️ All our materials are designed to be accessible - everyone learns in different ways, so we like to reflect that in our support offering by designing materials to suit different learning styles 🙌 We call this the STEP approach: Study - BTS Study Guides, designed to fully replace the CII version. Available in digital or printed format ⭐️ Train - Revision workshops delivered by our expert instructors over Zoom ⭐️ E-learning - covers the heaviest weighted Learning Outcomes of a unit in a more visual and interactive way ⭐️ Practice - use our Study Buddy app to practice specimen exams! ⭐️ #examsupport #ciiexams #financialservices #examsuccess

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  • Are you using the updated tax tables?🤔 We’ve spoken to quite a few of you this last few weeks, that have been using the old version, prior to changes coming into the exams from 30th January 2025. These changes came about because of the Autumn Budget 2024, and are now being tested. Stuff like CGT rates, Stamp Duty etc - all key for areas you could be tested on! And it’s not just the tax tables that have changed, it’s your materials too. Take #R02 and #R03 for example, these R0s needed quite a few updates - which is exactly what we’ve done✅ Out with the old, in with the new!📚 If you’ve got one of our guides prior to the changes coming into, you can view the changes here in our updates docs: R02 - https://lnkd.in/erRKg7bb R03 - https://lnkd.in/e9-GCGXY And here is a link to the CII’s supporting exam docs page for your updated tax tables: https://lnkd.in/e-vRnkxf Not sure what you need for your studies? Get in touch and we’ll happily chat things through☺️ #exam #exams #updates #BTS #examsupport

  • This time in two weeks, the BTS team will be knee deep in the April R06 case studies - and we cannot wait! Are you sitting R06 in April? If so, please, please make sure you spend lots of time preparing for the exam, leaving it until the day the case studies are released is asking for trouble😮 How can you prep? Use our study guide to build up your technique and become much more familiar for what the exam is going to throw at you. Practise, practise, practise in getting to know case studies inside out like they are your family. And, practise, practise, practise exam standard questions and your answering technique. If you've already purchased our April case study analysis or booked onto one of our workshops, you'll have access to the January case study which will help you no end with your exam preparations. Not thought about your support yet? There is still time, just head here: https://lnkd.in/ePmRG6sR #R06 #R06April2025 #ExamSupport #BTS

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  • The issue with enrolling via ‘assessment only’ isn’t fixed just yet, but there is a workaround - see Natalie’s post below ⬇️ #CII #exam #exams #examsupport

    View profile for Natalie Dawes DipPFS, Certs CII (MP/ER), Cert CII (FS)

    I support individuals and corporate candidates to pass their regulated financial services exams. Training | Qualifications | Diploma | Advanced Diploma | Academy

    An update re ‘assessment only’ exam enrolments with the Chartered Insurance Institute, following my post from earlier in the week. I called them again today, as the issue with enrolling this way persists, at least for R01, R05 and R06. Unfortunately, there is no update as to when this will be fixed but I am told they are working on it. Please DO NOT opt for ‘enrolment’ or ‘enrolment plus’ as an alternative. Instead, a workaround is to call the CII and complete the enrolment over the phone. I can confirm this is a positive workaround, (in that it works) as I have enrolled on R01 and R05 myself via the ‘assessment only’ route. Poor Walter at the CII was utterly baffled (they always are🤣) as to why I would be sitting these exams when I have already done them - it’s just what I do Walter😉 Anyway…it isn’t perfect but we do have a workaround🥳 Anyone having issues, please let one of us at BTS know and we’ll help if we can. Will Salmon Alex Langhorn PGDipE Luiza Todd Bespoke Training Solutions

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  • Our latest article for Professional Paraplanner highlights some important points for one of the hardest L4 exams - R02😬 Huge thanks to our brilliant Will Salmon, for offering such fantastic guidance, in his debut article for Professional Paraplanner readers👏🏻👏🏻👏🏻 To read Will’s article and get his take on the R02 exam, click here: https://lnkd.in/edjmDHRj #R02 #BTS #article #professionalparaplanner

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  • We are, of course, very well known for supporting learners with award winning study materials for the CII Level 4 Diploma in Regulated Financial Planning 🏆 But did you know that we also support many of the CII Level 3 units! And more are being added - watch this space! 🤩 We have been supporting #CF1, #CF6, #ER1 and #LP2 for some time now via our very popular study guides and our Study Buddy exam questions. Supporting these units means that we can help you to achieve your Level 3 qualifications in:    Certificate in Mortgage Advice – #CF1 & #CF6🏠   Certificate in Equity Release. #CF1, #CF6 & #ER1 🏠   And   Certificate in Financial Services (General Route) - #CF1 & #LP2 Free samples available on our website! 💪 Feel free to get in touch to find out more: ☎️ 01748 822777 💻 enquiries@bespoketrainingsolutions.com #studysupport #ciiexams #Level3 #Certificate

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