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R06 Financial Planning Practice – September 2021 | What to include in your study plan

How can you give yourself the best chance of an R06 exam pass?

The keyboards have just about cooled down on the July sitting of the R06 financial planning practice exam that took place on the 6th July. The questions have been revealed, answered to the best ability by candidates, and submitted – now all we can do is wait until results day on the 13th August. Which will be here before we know it…

There is no easy, quick way to give yourself the best chance of an R06 exam pass. It takes a lot of time, effort, energy, and practise to nail this sucker! Too many times BTS have heard this ‘it’s easy’ phrase trotted out in relation to the financial planning practice exam.

It ain’t easy – trust our 18 years in the business of supporting regulated exams. We have seen too many candidates having multiple goes at this exam, coming up short and ‘deferring’ their success.

Why do candidates ‘defer their success’ in relation to the R06 exam?

There are many potential reasons for ‘deferred’ R06 success. Some candidates only start serious exam study when a case study analysis is released by one of the market providers (BTS included), with two weeks to go to the exam. This is generally taking a bit risk with your chances of success as it’s not really enough time (unless you are very fortunate).

There could be other reasons such as panicking in the exam, external family and life factors can also play a part. The R06 exam is very different to its predecessors R01 to R05. With these exams you have the answer in front of you – if you don’t know the answer you can, if all else fails, simply ‘ip, dip, sky blue’ and hope for the best (though BTS don’t recommend this approach!)

With the R06 exam that’s not an option. You have the questions, currently onscreen, with a lovely blank space beneath them. You must get down enough suitable answers for the marks available. In the July exams many of the questions came with hefty marks – up to 15 per question. That, in itself, can psychologically put you off as you mentally start to panic at how you can possibly come up with so many answers for the big marks available.

When is the time to start your R06 revision?

The answer to that is simple. If you are sitting the September exam you should be starting your revision now.

Revision should start with working through an R06 study guide. The BTS guide takes you through a number of practice case studies so that you can start practising the right question answering techniques that are essential for an exam pass. One of the common reasons candidates struggle with an R06 pass is that they do not answer the question being asked. This is common feedback from the R06 examiner in their comments.

You can type an entire essay but if you have not answered the question being asked the marks scored are likely to be low. The BTS study guide gets you practising different question styles, and thinking about the methodology behind answering each one.

Step 1: The BTS study guide

An exam pass is not about learning possible questions and answers. It’s about looking at each question, identifying the key words and planning your answers – before you type a thing.

Any candidate sitting September’s exam should take a look at the BTS R06 study guide – you can download a free sample here in the BTS shop. It’s an essential first step to an exam pass.

It also contains a refresh of generic key knowledge such as the different protection products (pretty much always come up – it was family income benefit in July) and collective investment types (another dead cert for the exam, we had OEICs in the July exam).

Step 2: Past papers

The next stage is to complete, in exam conditions, and self-mark as many past R06 papers as you can get your hands on (BTS can help with this).

It’s one thing learning the right question answering techniques, it’s quite another putting them into practise. Putting yourself under exam time pressures as well is a good thing. You start to see that it’s not easy to get some decent quality answers down, that relate to the question being asked! Looking at a model answer and thinking ‘I know all those answers’ is a completely different thing to analysing the question correctly live and getting quality stuff down when all you have is a blank gap in front of you.

By attempting past exams, you will also notice some familiarity in the question styles that are set by the R06 examiner. Such as ‘what additional information would you require?’, ‘what factors would you take into account’? and ‘what areas would you cover in a review’? These question types are what BTS call your bankers as you can practise and hone your style with these to ensure you nail these marks in the exam. Doing so will give a good base of marks to start with.

The more past exams you can do the better…

What else can help in this stage?

You can pre-order the BTS September case studies analysis. This gives you access to all the questions and answers we produced for the July R06 exam (only one question topic that we did not cover in our analysis came up in the exam – not a bad result!). This pre-order gives you an e-Learning programme to work through with around 84 different questions and answers, but also some one-page crib sheets to revise possible generic technical areas.

You can include this in your key practising of exam question answering techniques. After each question in this analysis, you get ‘BTS Hints and Tips’ on how to approach different question styles. And best of all you will also receive access to the September case study analysis as soon as we have completed it (usually the Tuesday after the Friday release date, which is 7th September for this sitting)

Step 3: Tackling the case studies

This is when the actual case studies have been released. By now you hopefully have:

  • a good idea of the question answering techniques to use.
  • a strategy which is not to just dive in and start typing but,
  • to identify key words and plan how you will answer the question.
  • improved base knowledge on R06 core subject such as protection policies.

Now you start the work on the actual two case studies. Either sign up for a BTS two-day R06 workshop (we can’t fit it into one day!) or order the BTS R06 analysis (if you have not already done so as part of your revision so far).

What’s the BTS R06 workshop like?

It’s not like other R0 workshops – this is very interactive with you completing possible exam questions live and talking about your answers in a group environment. And if that’s not your bag don’t sign up for it!

But the workshop is more than that – a core part is discussing the methodology behind each question’s answers. How can we get from that question to those answers? This is one of the key techniques we work on with you.

We also discuss and cover off any specific technical areas relating to the two exam case studies. For the July exam, this included how flexi access drawdown works (question on this came up), the reasons someone can be classed as vulnerable and how to deal with this (question came up) and how a discounted gift trust works and its benefits (question came up).

An R06 exam pass is not about learning questions and answers!!!

What is the BTS R06 analysis like?

As we have already mentioned, the BTS R06 analysis is in the form of an e-Learning programme. It gives you access to two things:

  • The previous exam sitting’s analysis (so currently July 2021)
  • The current analysis (so September 2021)

The aim of the BTS R06 e-Learning is that you can see the questions first, have a go yourself live, and then reveal our suggested answers to self-mark your efforts. The point being you carry on practising the question analysis techniques you first learnt in the BTS R06 study guide, and the methodology that is so key for an exam pass.

Why do all this work and R06 preparation?

The R06 exam can only be sat 4 times a year. If you ‘defer success’ then you have to wait for the next sitting to come around – it’s not like R01 to R05 where you can literally book a resit within the week. And that’s a real pain!

You are also not level 4 qualified without bagging an exam pass, and no Statement of Professional Standing (SPS) can be applied for. Business pressures can start to come into play – your employer may start to question why you are not achieving an R06 pass. And that’s the last thing you need.

Get in touch with BTS – we can help (but not do all the work for you lol!)

Don't just take our word for it...

Sitting your exams in an exam centre and want to know what this is like under current and potentially ongoing restrictions?

Luiza Todd, BTS Director, penned an article in this week’s Professional Paraplanner about her own recent exam centre experience.

It might surprise you to hear that our directors sit the exams too, after all, their technical knowledge is never under question! Why do they do it? Luiza explains, ‘as BTS directors, we sit the R0 exams annually to keep both our knowledge and candidate support materials as up-to-date and exam relevant as possible. I decided to have another go at the R06 exam in October 2020 find out what the exam centre experience was like during the pandemic restrictions.’

BTS have supported every single sitting of the R06 exam since its introduction.

Read Luiza’s Professional Paraplanner article in full to hear more about the R06 exam centre experience.

The BTS approach to passing the R06

BTS have been supporting candidates to prepare for the R06 financial planning practice exam since its inception, so we have a fair amount of experience to share. We understand that an R06 exam pass requires a strong combination of technical knowledge and confident exam technique. Practising your exam technique by completing past papers and attending a case study workshop is so important.

Preparing yourself for the actual exam experience, logistically, practically and mentally is a big part of this. You don’t want all your hard work to come unstuck on the day when faced with systems issues and exam centre nerves. Forewarned is forearmed!

Get enrolled on an R06 workshop

The BTS approach to R06 exam preparation includes attending a case study workshop. Those that attend always leave thinking how much they learnt from the two days. An R06 exam pass is not about just learning possible questions and answers but learning, discussing and practising the exam techniques required to:
  • identify the key words in each question stem
  • answer the question being asked (not your own version of it)
  • write/type around the answers to give the R06 examiner a good spread of answers
  • avoid going down the wrong angle and squandering marks
  • know how to practice and bank the marks from questions that appear in every R06 exam sitting
Reserve a workshop space

BTS Director, Luiza joined Sam from the Financial Planner Life Podcast to discuss the popular question -

What is the best order to sit the CII R0 exams in?

In the video, Sam asks some of the common questions that come in from candidates about the best order to sit the exams in.

1. Is there a one size fits all approach to the right order?

That’s a very short answer – no there is not. There are different schools of thought in relation to this, and any of them can work.

2. What order do candidates commonly do their R0 exams in?

This varies. Some candidates sit them in numerical order, so R01, R02, etc. This can work fine. Sitting the R0s in this order still means that the flow of exams is sensible in terms of the crossover of knowledge between papers (such as with R02 and R03). Most start with R01, whichever overall order they are using. Some have their exam order influenced by their employers, so perhaps they work for a pensions firm so the R04 exam is more of an immediate priority. Other go for more of a random selection – honestly, there are so many models out there used by candidates.

3.  What order do BTS most commonly use with their clients?

The R0 that BTS recommends as a good starting point is the R01 Financial services, regulation and ethics paper. This is mainly due to the fact that many companies and academies ask potential candidates to have passed this before they will be accepted, as this shows that individuals are committed to the process, and also have the academic ability plus drive to pass an R0 exam. From there we suggest candidates move onto the R05 financial protection exam. This is widely viewed as an easier paper, though having sat the exam myself again in December 2020 it was trickier than expected (I still passed with a good score!) The next R0 we then tackle is R03 personal taxation, the paper with the lowest countrywide pass rates. From there BTS recommend candidates tackle the R02 investment and risk paper. Then, onto R04 pensions and retirement planning. By now many candidates are a bit ‘R0’d out’ having gone through the big hitters that are R02 and 3. The pensions paper is a bit of a killer – not just because each area is hard to understand without some study (and BTS support!) but due to the volume of areas candidates must understand and be able to apply for an exam pass. So many different bits of knowledge are required (who coined the phrase pension simplification??) and this makes the R04 paper tougher, but still eminently passable. The last paper BTS suggests candidates attempt is the R06 financial planning practice. This is an exam based on two case studies released a few weeks before the exam sitting. Candidates need a combination of good base knowledge, lots of study and applying the right question answering techniques to get an exam pass. 

4. What are the key things to look out for when planning your exams in terms of what you sit when?

Look at which papers cross over into others. A good example of this is R02 and R03 which should be sat in succession as there is so much crossover. The R04 pensions paper should then ideally be sat after these two R0s for the same reason. The R06 financial planning practice papers needs knowledge from all the other R0s so is a good one to sit last.

5. What can throw your plans off track?

Many things can throw a candidate’s plans off track. Failing an R0 is one of them. Sometimes you need to sit an exam once to understand the key techniques needed for a pass. The R03 paper is a classic example. Until you actually sit the exam you don’t appreciate how tight time is. And remember, once you have your level 4 diploma qualification no one will know how many times it took you to pass an exam. You can argue that having to sit a paper more than once actually leads to a greater depth of knowledge in the subject matter.

BTS have collaborated with the Financial Planner Life Podcast to answer some of the topical questions candidates have around studying for and passing the CII R0 exams. See more on the Financial Planner Life R0 playlist.

The April R06 exam results came out on Friday 28th May. BTS could see many successful candidates posting both their R06 and level 4 Diploma certificates on social media sites such as LinkedIn.

But what about those candidates that ‘deferred their success’ this time around? It's never nice to fail an exam, so how do you pass the CII R06 Financial Planning exam, ideally first time around?

R06 is usually the final R0 unit that candidates attempt, normally to round off their Diploma, and attain their level 4 qualification and Statement of Professional Standing (SPS). The Financial Conduct Authority requires this from advisers wishing to carry out regulated activities with retail clients.

The exam has good countrywide pass rates. The Chartered Insurance Institute (CII) release these each year. 

Current pass rates show an increase from 67% in 2019 to 78% in 2020.

2 case studies, 3 hours, buy a provider R06 analysis and learn it. Easy, right?

Nope!

The word on the street and in the pub (pre and post pandemic) is that the R06 exam is easy. Candidates see the pass rates, compare them to some of the other R0 units and think passing is going to be a relative ‘walk in the park’.

An R06 analysis is duly purchased (not many candidates bother to read the compulsory CII R06 study guide), and the questions and answers worked through. So why is this not enough for some candidates? And why do some candidates attempt R06 multiple times if it’s so easy?

The answers are not in front of you…

Unlike R0 units 1-5 in the R06 exam candidates do not have the answers in front of them. All they have is each question and a blank screen to fill. Let’s face it, with the likes of R01-5 if you really did not know an answer you could resort to the ip, dip, sky, blue method. And sometimes the answers tripped something in your memory that helped.

The R06 exam is scarily different when faced by that blank screen.

No provider can predict all the questions that will be examined

Nor should they be able to. Otherwise, how is this a suitable test of a candidate’s fact-finding, analysis and recommendation skills? The R06 exam is all about bringing together the technical areas individuals have learnt on R0 units 1-5, but more importantly it’s about applying this knowledge to the two exam case studies.

A provider may correctly guess a question area, but their wording and question slant is likely to be different from the exam version. As a result, if a candidate has simply learnt these questions and answers regurgitation of said answers is unlikely to result in maximum marks scored.

Before you type a thing first consider each question carefully

Before you type (or write) a thing jot down on your scrap paper the key words in the question stem. Does the question want you to ‘list’, does it want you to ‘explain’, is it generic or does it include words such as ‘specific to the case study’?

Which part of the advice process is it testing you on? Remember the R06 exam is going to ask you to complete questions based on all the stages of the financial advice process. Is the question looking for factfinding answer, factors, some comparisons, or a recommendation with rationale?

Unless candidates take a few minutes to try and clearly identify the nub of each question they run the risk of giving generic answers when the question wants specific ones, giving fact find answers rather than factors, and so on…

Look at the marks available for each question

Combined with what the question is asking you to do (list, explain) this will give you a good idea of how many different points you need to ideally get down. So if the question says list and it has 8 marks you need a minimum of 8 different points (ideally at least 10 just in case the examiner does not agree with some of your frankly fab- in your opinion- answers).

If the question is asking you to recommend and justify make sure your answers do both – have a column headed up ‘recommendation’ and another ‘justification’. You want to make it as easy as possible for the examiner to find your answers and award you lots of marks.

Typing out War and Peace for a question that only has 6 marks is probably going to be a bit of a waste of your valuable time. It’s amazing how many candidates type a lot down, come up thinking an exam pass is in the bag, and then are very shocked on results day.

Answer the question you are being asked…

If the question wants you to ‘recommend’ a product, make sure you do just that. Typing out ‘life policy’ will probably get you absolutely no marks as that is not a recommendation.

If the question wants a product to cover death or serious illness don’t just recommend a WOL or term assurance policy – that obviously only covers the case study client if they die. Not what the question was asking for…

If you are recommending a life policy to mitigate an IHT liability make sure you put it in trust (and say which type of trust) otherwise you are simply compounding the client’s problem.

How do BTS support their candidates?

BTS support R06 candidates in several ways.

We always suggest you start with our R06 study guide as this gives you a solid introduction to the question answering techniques that are so crucial in the R06 exam.

BTS produce an analysis of the two case studies in an e-Learning format. We have analysed every single sitting of both R06 and J08 which was what this unit was previously known as. So, we like to think we have a bit of experience.

We also run two-day workshops. Over the course of two days, delegates work with a BTS facilitator to work through some possible technical areas that may be examined, and practise some of the questions and answers we have produced, in a group environment. Attendees benefit from being in a group with other R06 candidates. All are in the same position, and it’s amazing how much input from your peers can help your own examination processes.  It’s also very common for little study groups to be formed going forward to the exam.

Don't just take our word for it...

An update from Luiza Todd

The dust has now settled on the news that the Chartered Insurance Institute are no longer running ‘in-house’ exam revision workshops.

This still feels like such a strange decision for an examining body to make. I cannot believe that there is not still a huge appetite for R0 exam support in our industry.

Many existing advisers have moved on to the advanced qualifications in a quest for Chartered Financial Planner status, but to encourage new blood into our industry, surely we still need to provide adequate support for individuals looking to sit and pass the CII R0 exams?

Over the festive period, having time to think and muse over recent announcements and events, I have some more thoughts to share with you in relation to Bespoke Training Solutions (BTS) and what we will be doing in 2018.

What about BTS 2018 revision workshops and their availability?

We have published an initial schedule of R02, 3, 4 and 6 workshop events. To start with, we plan to run these three times a year, but if we get enough interest we will happily extend this.

Just to remind you, our schedule of planned dates in 2018 is as follows:

R01 15th – 16th February 26th – 27th April 15th – 16th October
R02 5th – 6th March 10th – 11th May 25th – 26th October
R03 18th – 19th April 4th – 5th June 26th – 27th November
R04 8th – 9th March 14th – 15th June 26th – 27th November
R06 26th – 27th March 9th – 10th July 1st – 2nd October

 

To book a place, you can contact us at: http://www.bespoketrainingsolutions.com/contact-us/

I can’t stress enough that the workshops need your support to be run.

We need a minimum of six delegates to be financially viable. Numbers will be capped at a maximum of 12 (probably) as we are great believers that, once a group is above a certain number, any learning tends to be diluted.

Please help us make these a success by:

  • sharing with anyone and everyone who you think might be interested
  • contacting your local PFS regional representatives; surely their members need to know that these options are now available?
  • telling your own companies, in case they have any students studying towards these exams
    …and anything else you can think of…

BTS have a proven track record of outstanding R0 exam success, gained over many years of supporting candidates. We use top class trainers and first-rate workshop materials and practice questions.

Please help us to ensure candidates still have somewhere to go for R0 face to face support.

Thanks in advance.

Luiza

BTS have just run a RO5 workshop for one of our Wealth Management clients. This involved an action-packed two-day workshop facilitated in London. The attendees were mainly second careerists with little or no financial services experience. This workshop was full to brimming with relevant theories and practice, lots of handouts, including one page ‘crib-sheets’ for last minute pre-exam cramming, plus lots of practice ‘exam style’ questions.

RO5 is always talked about as an ‘easier exam’ in the RO set. Well, countrywide results in 2016 averaged at 67.09%. If it is so easy, why are results not better?

We have achieved a 93% pass-rate with our group of 14. We had 13 first time passes and only one fail. Some students used the BTS RO5 study guide, some the new BTS App RO Study Buddy.

We are delighted with these exceptional results based on BTS’s input and materials, plus a lot of hard work from our fantastic students.

Here is a selection of the feedback we received from some of our RO5 students.

“Last week I attended two revision workshops in preparation for the RO5 exam. The BTS facilitator was very thorough and kept the sessions fun and interactive. There were lots of real life examples too, which really helped with understanding the concepts. All important aspects of the course were covered and there was also a lot of focus on exam style questions. Happy to say that I passed first time and found the exam straightforward”.

Maria Isaeva – Trainee Wealth Manager

“I have been on the BTS workshops for both the R01 and R05 exams. I am new to the finance industry, so the thought of CII exams was very daunting to me. The BTS facilitator improved my knowledge and confidence so much during the workshops I honestly don’t think I would have passed without it. With two days workshops for each exam it was a case of prioritising important areas of the syllabus rather than trying to cover everything. I can’t speak highly enough of my experience and will be using BTS for all my future R0 exams”.

Connor Essam – Trainee Wealth Manager

“Having already established an average understanding of the requirements of the R05 myself, BTS really helped tie everything together which ultimately gave me a real understanding to pass this exam. My understanding before BTS was a little fragmented, and so working with Luiza really helped me focus on the important aspects of this exam”.

Jim Springate – Trainee Wealth Manager

“I have now experienced two training courses with BTS and passed both exams first time … I cannot thank you enough for the brilliant training and I honestly feel that I would not have passed the exams without you!!”

Olivia Higson – Trainee Wealth Manage

I found it extremely helpful in being able to put into practice the content of the R05 book. This was invaluable when it came to the exam. The test papers, and being able to have any queries answered, helped massively too

Nick Lake – Trainee Wealth Manager

We have just found out that the Chartered Insurance Institute have made the decision that, from 2018, they will no longer offer R0 workshops to the general market for candidates who are studying for these exams.  

This means that the qualifications that involve such a commitment in terms of study time, question practice, and monies on study guides and exam sittings, are no longer supported by the best learning method of all – face to face workshops.

Let’s face it, these are tough exams to pass on your own. CII countrywide pass-rates for 2016 make staggering reading:

  • R01    57.01%
  • R02   57.92%
  • R03   50.46%
  • R04   54.07%
  • R05   72.11%
  • R06   73.23%

Now, not everyone attends a face to face workshop, but for those that do I am convinced that it makes a huge difference to their chances of exam success.

So, what are BTS doing about this?

For the last year, BTS have not offered open workshops, as guaranteeing required numbers in any one geographic area has been a challenge, but we can’t stand by, watch this market change, and offer nothing to help.

  • BTS currently run four to five R0 workshops each week for our own private clients.
  • We have a wealth of experience in all the R0s to pass on to individuals who are attempting to sit these exams and are looking for some support.
  • We achieve exceptional pass-rates. Just go onto our website at www.bespoketrainingsolutions.com and see for yourself.

We are now going to offer two-day workshops to support R01, 2, 3, 4 and 6, as these are the hardest to pass without some face to face support.

Venues are likely to be central, so probably somewhere in the Midlands, but ultimately this will depend on where attendees are based. If the bulk are in Scotland than the workshop will be run in the north!

Here is the schedule of planned dates in 2018:

R01 18th and 19th July 15th and 16th October
R02 10th and 11th May 25th and 26th October
R03 4th and 5th June 26th and 27th November
R04 26th and 27th November
R06 4th and 5th July 1st and 2nd October

 

To book a place, you can contact us at: http://www.bespoketrainingsolutions.com/contact-us/

To be able to offer this support we need enough people need to sign up. Please let all your financial services contacts know!

This will help us to make sure that the option of face to face R0 workshops continues to be available.

BTS have just completed another R01 workshop for six Edinburgh students. All were sitting their R01 exam within a few weeks of the workshop and were concerned about retaining knowledge in subject areas that were… a tad dull!

The R01 financial services, regulation and ethics exam is not getting any easier. Pass-rates country wide remain very low at 57.01%.

Our six students all passed their exam sittings, giving BTS and the students the desired 100% pass-rate overall. This is our third 100% set of results on our last three RO1 workshops. As you can imagine we are dead chuffed! This is also testament to the hard work of the students, using BTS materials to thoroughly prepare for the exam sitting.

So how do BTS do it?

  • Using materials that are as close to the exam standard as possible
  • Giving students lots of practice questions and answer sheets that explain why the right answer is correct (not just ‘it is A’!)
  • Giving students one page crib-sheets on key exam areas, such as record keeping, cancellation periods etc, so they can look at these the day before the exam
  • Making the BTS R01 study guide as good as it can be, with lots of activities, pictures, practice questions, summaries and key points; all designed to help with an R01 exam pass

Here is the feedback we received from some of the students.

“Having failed on my first R01 attempt (before I experienced BTS) and the stress of needing to pass the exam to allow me to take the next step in my career, you took a huge amount of pressure off my shoulders. The R01 workshop broke everything down so it was clear and easy to understand and I really took in a vast amount on the workshop. Without your help, it is quite possible I wouldn’t have passed the exam, and I wouldn’t be taking the next step to further my career. I would like to thank BTS and I very much look forward to the workshops for the remainder of the R0 exams.” Connor Preston – Trainee Wealth Manager

“Having not sat an exam in over 15 years I was apprehensive about sitting the R01 exam. Thankfully, with BTS’s help I passed first time. With their guidance I was really able to focus on what was important. Throughout the workshop, areas were explained in such a fashion it was difficult not to remember them! Backed up with the study guides, it gave me a confidence which transferred into a pass. I can’t recommend BTS highly enough.” Martyn McNeill – Director

“Having not sat exams for 23 years, the thought of studying, revision and actually sitting an exam were daunting to say the least. I opted to study for the R01 exam using the BTS R01 study guide and found it really user-friendly. I was apprehensive attending the 2-day R01 revision workshop as I hadn’t had an opportunity to go through the entire study guide and was only on Chapter 5. I needn’t have worried. The exam buster workshop hugely helped me get a better understanding of not only the subject matter for the exam, but also the style of questions and how best to approach my studying. BTS’s style of workshop delivery worked perfectly and the handy hints and tips on how to remember key info was invaluable”. Mary Macfarlane – Trainee Wealth Manager

“The BTS exam buster workshop helped me navigate a lot of information and focus on key areas likely to be tested. Being new to the financial sector and CII exams, I found the learning outcome summary questions, mock exam, and summary sheets to be excellent resources. Without this directed learning, I think I would have struggled to pass R01 first time.” Dianne Greig – Trainee Wealth Manager

“I recently passed my R01 with the help of BTS. I found the study guide very helpful in the way it highlighted key points and broke the material down. The workshop I attended was particularly good, Luiza provided lots of exam tips that made a big difference on the day and was able cement my knowledge through some great examples. Thank you for all your help!” Adam Leech – Trainee Wealth Manager

BTS R06 Study Guide, Workshops & e-Learning options

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How can you give yourself the best chance of an R06 exam pass?

The keyboards have just about cooled down on the July sitting of the R06 financial planning practice exam that took place on the 6th July. The questions have been revealed, answered to the best ability by candidates, and submitted – now all we can do is wait until results day on the 13th August. Which will be here before we know it…

There is no easy, quick way to give yourself the best chance of an R06 exam pass. It takes a lot of time, effort, energy, and practise to nail this sucker! Too many times BTS have heard this ‘it’s easy’ phrase trotted out in relation to the financial planning practice exam.

It ain’t easy – trust our 18 years in the business of supporting regulated exams. We have seen too many candidates having multiple goes at this exam, coming up short and ‘deferring’ their success.

Why do candidates ‘defer their success’ in relation to the R06 exam?

There are many potential reasons for ‘deferred’ R06 success. Some candidates only start serious exam study when a case study analysis is released by one of the market providers (BTS included), with two weeks to go to the exam. This is generally taking a bit risk with your chances of success as it’s not really enough time (unless you are very fortunate).

There could be other reasons such as panicking in the exam, external family and life factors can also play a part. The R06 exam is very different to its predecessors R01 to R05. With these exams you have the answer in front of you – if you don’t know the answer you can, if all else fails, simply ‘ip, dip, sky blue’ and hope for the best (though BTS don’t recommend this approach!)

With the R06 exam that’s not an option. You have the questions, currently onscreen, with a lovely blank space beneath them. You must get down enough suitable answers for the marks available. In the July exams many of the questions came with hefty marks – up to 15 per question. That, in itself, can psychologically put you off as you mentally start to panic at how you can possibly come up with so many answers for the big marks available.

When is the time to start your R06 revision?

The answer to that is simple. If you are sitting the September exam you should be starting your revision now.

Revision should start with working through an R06 study guide. The BTS guide takes you through a number of practice case studies so that you can start practising the right question answering techniques that are essential for an exam pass. One of the common reasons candidates struggle with an R06 pass is that they do not answer the question being asked. This is common feedback from the R06 examiner in their comments.

You can type an entire essay but if you have not answered the question being asked the marks scored are likely to be low. The BTS study guide gets you practising different question styles, and thinking about the methodology behind answering each one.

Step 1: The BTS study guide

An exam pass is not about learning possible questions and answers. It’s about looking at each question, identifying the key words and planning your answers – before you type a thing.

Any candidate sitting September’s exam should take a look at the BTS R06 study guide – you can download a free sample here in the BTS shop. It’s an essential first step to an exam pass.

It also contains a refresh of generic key knowledge such as the different protection products (pretty much always come up – it was family income benefit in July) and collective investment types (another dead cert for the exam, we had OEICs in the July exam).

Step 2: Past papers

The next stage is to complete, in exam conditions, and self-mark as many past R06 papers as you can get your hands on (BTS can help with this).

It’s one thing learning the right question answering techniques, it’s quite another putting them into practise. Putting yourself under exam time pressures as well is a good thing. You start to see that it’s not easy to get some decent quality answers down, that relate to the question being asked! Looking at a model answer and thinking ‘I know all those answers’ is a completely different thing to analysing the question correctly live and getting quality stuff down when all you have is a blank gap in front of you.

By attempting past exams, you will also notice some familiarity in the question styles that are set by the R06 examiner. Such as ‘what additional information would you require?’, ‘what factors would you take into account’? and ‘what areas would you cover in a review’? These question types are what BTS call your bankers as you can practise and hone your style with these to ensure you nail these marks in the exam. Doing so will give a good base of marks to start with.

The more past exams you can do the better…

What else can help in this stage?

You can pre-order the BTS September case studies analysis. This gives you access to all the questions and answers we produced for the July R06 exam (only one question topic that we did not cover in our analysis came up in the exam – not a bad result!). This pre-order gives you an e-Learning programme to work through with around 84 different questions and answers, but also some one-page crib sheets to revise possible generic technical areas.

You can include this in your key practising of exam question answering techniques. After each question in this analysis, you get ‘BTS Hints and Tips’ on how to approach different question styles. And best of all you will also receive access to the September case study analysis as soon as we have completed it (usually the Tuesday after the Friday release date, which is 7th September for this sitting)

Step 3: Tackling the case studies

This is when the actual case studies have been released. By now you hopefully have:

  • a good idea of the question answering techniques to use.
  • a strategy which is not to just dive in and start typing but,
  • to identify key words and plan how you will answer the question.
  • improved base knowledge on R06 core subject such as protection policies.

Now you start the work on the actual two case studies. Either sign up for a BTS two-day R06 workshop (we can’t fit it into one day!) or order the BTS R06 analysis (if you have not already done so as part of your revision so far).

What’s the BTS R06 workshop like?

It’s not like other R0 workshops – this is very interactive with you completing possible exam questions live and talking about your answers in a group environment. And if that’s not your bag don’t sign up for it!

But the workshop is more than that – a core part is discussing the methodology behind each question’s answers. How can we get from that question to those answers? This is one of the key techniques we work on with you.

We also discuss and cover off any specific technical areas relating to the two exam case studies. For the July exam, this included how flexi access drawdown works (question on this came up), the reasons someone can be classed as vulnerable and how to deal with this (question came up) and how a discounted gift trust works and its benefits (question came up).

An R06 exam pass is not about learning questions and answers!!!

What is the BTS R06 analysis like?

As we have already mentioned, the BTS R06 analysis is in the form of an e-Learning programme. It gives you access to two things:

  • The previous exam sitting’s analysis (so currently July 2021)
  • The current analysis (so September 2021)

The aim of the BTS R06 e-Learning is that you can see the questions first, have a go yourself live, and then reveal our suggested answers to self-mark your efforts. The point being you carry on practising the question analysis techniques you first learnt in the BTS R06 study guide, and the methodology that is so key for an exam pass.

Why do all this work and R06 preparation?

The R06 exam can only be sat 4 times a year. If you ‘defer success’ then you have to wait for the next sitting to come around – it’s not like R01 to R05 where you can literally book a resit within the week. And that’s a real pain!

You are also not level 4 qualified without bagging an exam pass, and no Statement of Professional Standing (SPS) can be applied for. Business pressures can start to come into play – your employer may start to question why you are not achieving an R06 pass. And that’s the last thing you need.

Get in touch with BTS – we can help (but not do all the work for you lol!)

Don't just take our word for it...

Sitting your exams in an exam centre and want to know what this is like under current and potentially ongoing restrictions?

Luiza Todd, BTS Director, penned an article in this week’s Professional Paraplanner about her own recent exam centre experience.

It might surprise you to hear that our directors sit the exams too, after all, their technical knowledge is never under question! Why do they do it? Luiza explains, ‘as BTS directors, we sit the R0 exams annually to keep both our knowledge and candidate support materials as up-to-date and exam relevant as possible. I decided to have another go at the R06 exam in October 2020 find out what the exam centre experience was like during the pandemic restrictions.’

BTS have supported every single sitting of the R06 exam since its introduction.

Read Luiza’s Professional Paraplanner article in full to hear more about the R06 exam centre experience.

The BTS approach to passing the R06

BTS have been supporting candidates to prepare for the R06 financial planning practice exam since its inception, so we have a fair amount of experience to share. We understand that an R06 exam pass requires a strong combination of technical knowledge and confident exam technique. Practising your exam technique by completing past papers and attending a case study workshop is so important.

Preparing yourself for the actual exam experience, logistically, practically and mentally is a big part of this. You don’t want all your hard work to come unstuck on the day when faced with systems issues and exam centre nerves. Forewarned is forearmed!

Get enrolled on an R06 workshop

The BTS approach to R06 exam preparation includes attending a case study workshop. Those that attend always leave thinking how much they learnt from the two days. An R06 exam pass is not about just learning possible questions and answers but learning, discussing and practising the exam techniques required to:
  • identify the key words in each question stem
  • answer the question being asked (not your own version of it)
  • write/type around the answers to give the R06 examiner a good spread of answers
  • avoid going down the wrong angle and squandering marks
  • know how to practice and bank the marks from questions that appear in every R06 exam sitting
Reserve a workshop space

BTS Director, Luiza joined Sam from the Financial Planner Life Podcast to discuss the popular question -

What is the best order to sit the CII R0 exams in?

In the video, Sam asks some of the common questions that come in from candidates about the best order to sit the exams in.

1. Is there a one size fits all approach to the right order?

That’s a very short answer – no there is not. There are different schools of thought in relation to this, and any of them can work.

2. What order do candidates commonly do their R0 exams in?

This varies. Some candidates sit them in numerical order, so R01, R02, etc. This can work fine. Sitting the R0s in this order still means that the flow of exams is sensible in terms of the crossover of knowledge between papers (such as with R02 and R03). Most start with R01, whichever overall order they are using. Some have their exam order influenced by their employers, so perhaps they work for a pensions firm so the R04 exam is more of an immediate priority. Other go for more of a random selection – honestly, there are so many models out there used by candidates.

3.  What order do BTS most commonly use with their clients?

The R0 that BTS recommends as a good starting point is the R01 Financial services, regulation and ethics paper. This is mainly due to the fact that many companies and academies ask potential candidates to have passed this before they will be accepted, as this shows that individuals are committed to the process, and also have the academic ability plus drive to pass an R0 exam. From there we suggest candidates move onto the R05 financial protection exam. This is widely viewed as an easier paper, though having sat the exam myself again in December 2020 it was trickier than expected (I still passed with a good score!) The next R0 we then tackle is R03 personal taxation, the paper with the lowest countrywide pass rates. From there BTS recommend candidates tackle the R02 investment and risk paper. Then, onto R04 pensions and retirement planning. By now many candidates are a bit ‘R0’d out’ having gone through the big hitters that are R02 and 3. The pensions paper is a bit of a killer – not just because each area is hard to understand without some study (and BTS support!) but due to the volume of areas candidates must understand and be able to apply for an exam pass. So many different bits of knowledge are required (who coined the phrase pension simplification??) and this makes the R04 paper tougher, but still eminently passable. The last paper BTS suggests candidates attempt is the R06 financial planning practice. This is an exam based on two case studies released a few weeks before the exam sitting. Candidates need a combination of good base knowledge, lots of study and applying the right question answering techniques to get an exam pass. 

4. What are the key things to look out for when planning your exams in terms of what you sit when?

Look at which papers cross over into others. A good example of this is R02 and R03 which should be sat in succession as there is so much crossover. The R04 pensions paper should then ideally be sat after these two R0s for the same reason. The R06 financial planning practice papers needs knowledge from all the other R0s so is a good one to sit last.

5. What can throw your plans off track?

Many things can throw a candidate’s plans off track. Failing an R0 is one of them. Sometimes you need to sit an exam once to understand the key techniques needed for a pass. The R03 paper is a classic example. Until you actually sit the exam you don’t appreciate how tight time is. And remember, once you have your level 4 diploma qualification no one will know how many times it took you to pass an exam. You can argue that having to sit a paper more than once actually leads to a greater depth of knowledge in the subject matter.

BTS have collaborated with the Financial Planner Life Podcast to answer some of the topical questions candidates have around studying for and passing the CII R0 exams. See more on the Financial Planner Life R0 playlist.

The April R06 exam results came out on Friday 28th May. BTS could see many successful candidates posting both their R06 and level 4 Diploma certificates on social media sites such as LinkedIn.

But what about those candidates that ‘deferred their success’ this time around? It's never nice to fail an exam, so how do you pass the CII R06 Financial Planning exam, ideally first time around?

R06 is usually the final R0 unit that candidates attempt, normally to round off their Diploma, and attain their level 4 qualification and Statement of Professional Standing (SPS). The Financial Conduct Authority requires this from advisers wishing to carry out regulated activities with retail clients.

The exam has good countrywide pass rates. The Chartered Insurance Institute (CII) release these each year. 

Current pass rates show an increase from 67% in 2019 to 78% in 2020.

2 case studies, 3 hours, buy a provider R06 analysis and learn it. Easy, right?

Nope!

The word on the street and in the pub (pre and post pandemic) is that the R06 exam is easy. Candidates see the pass rates, compare them to some of the other R0 units and think passing is going to be a relative ‘walk in the park’.

An R06 analysis is duly purchased (not many candidates bother to read the compulsory CII R06 study guide), and the questions and answers worked through. So why is this not enough for some candidates? And why do some candidates attempt R06 multiple times if it’s so easy?

The answers are not in front of you…

Unlike R0 units 1-5 in the R06 exam candidates do not have the answers in front of them. All they have is each question and a blank screen to fill. Let’s face it, with the likes of R01-5 if you really did not know an answer you could resort to the ip, dip, sky, blue method. And sometimes the answers tripped something in your memory that helped.

The R06 exam is scarily different when faced by that blank screen.

No provider can predict all the questions that will be examined

Nor should they be able to. Otherwise, how is this a suitable test of a candidate’s fact-finding, analysis and recommendation skills? The R06 exam is all about bringing together the technical areas individuals have learnt on R0 units 1-5, but more importantly it’s about applying this knowledge to the two exam case studies.

A provider may correctly guess a question area, but their wording and question slant is likely to be different from the exam version. As a result, if a candidate has simply learnt these questions and answers regurgitation of said answers is unlikely to result in maximum marks scored.

Before you type a thing first consider each question carefully

Before you type (or write) a thing jot down on your scrap paper the key words in the question stem. Does the question want you to ‘list’, does it want you to ‘explain’, is it generic or does it include words such as ‘specific to the case study’?

Which part of the advice process is it testing you on? Remember the R06 exam is going to ask you to complete questions based on all the stages of the financial advice process. Is the question looking for factfinding answer, factors, some comparisons, or a recommendation with rationale?

Unless candidates take a few minutes to try and clearly identify the nub of each question they run the risk of giving generic answers when the question wants specific ones, giving fact find answers rather than factors, and so on…

Look at the marks available for each question

Combined with what the question is asking you to do (list, explain) this will give you a good idea of how many different points you need to ideally get down. So if the question says list and it has 8 marks you need a minimum of 8 different points (ideally at least 10 just in case the examiner does not agree with some of your frankly fab- in your opinion- answers).

If the question is asking you to recommend and justify make sure your answers do both – have a column headed up ‘recommendation’ and another ‘justification’. You want to make it as easy as possible for the examiner to find your answers and award you lots of marks.

Typing out War and Peace for a question that only has 6 marks is probably going to be a bit of a waste of your valuable time. It’s amazing how many candidates type a lot down, come up thinking an exam pass is in the bag, and then are very shocked on results day.

Answer the question you are being asked…

If the question wants you to ‘recommend’ a product, make sure you do just that. Typing out ‘life policy’ will probably get you absolutely no marks as that is not a recommendation.

If the question wants a product to cover death or serious illness don’t just recommend a WOL or term assurance policy – that obviously only covers the case study client if they die. Not what the question was asking for…

If you are recommending a life policy to mitigate an IHT liability make sure you put it in trust (and say which type of trust) otherwise you are simply compounding the client’s problem.

How do BTS support their candidates?

BTS support R06 candidates in several ways.

We always suggest you start with our R06 study guide as this gives you a solid introduction to the question answering techniques that are so crucial in the R06 exam.

BTS produce an analysis of the two case studies in an e-Learning format. We have analysed every single sitting of both R06 and J08 which was what this unit was previously known as. So, we like to think we have a bit of experience.

We also run two-day workshops. Over the course of two days, delegates work with a BTS facilitator to work through some possible technical areas that may be examined, and practise some of the questions and answers we have produced, in a group environment. Attendees benefit from being in a group with other R06 candidates. All are in the same position, and it’s amazing how much input from your peers can help your own examination processes.  It’s also very common for little study groups to be formed going forward to the exam.

Don't just take our word for it...

An update from Luiza Todd

The dust has now settled on the news that the Chartered Insurance Institute are no longer running ‘in-house’ exam revision workshops.

This still feels like such a strange decision for an examining body to make. I cannot believe that there is not still a huge appetite for R0 exam support in our industry.

Many existing advisers have moved on to the advanced qualifications in a quest for Chartered Financial Planner status, but to encourage new blood into our industry, surely we still need to provide adequate support for individuals looking to sit and pass the CII R0 exams?

Over the festive period, having time to think and muse over recent announcements and events, I have some more thoughts to share with you in relation to Bespoke Training Solutions (BTS) and what we will be doing in 2018.

What about BTS 2018 revision workshops and their availability?

We have published an initial schedule of R02, 3, 4 and 6 workshop events. To start with, we plan to run these three times a year, but if we get enough interest we will happily extend this.

Just to remind you, our schedule of planned dates in 2018 is as follows:

R01 15th – 16th February 26th – 27th April 15th – 16th October
R02 5th – 6th March 10th – 11th May 25th – 26th October
R03 18th – 19th April 4th – 5th June 26th – 27th November
R04 8th – 9th March 14th – 15th June 26th – 27th November
R06 26th – 27th March 9th – 10th July 1st – 2nd October

 

To book a place, you can contact us at: http://www.bespoketrainingsolutions.com/contact-us/

I can’t stress enough that the workshops need your support to be run.

We need a minimum of six delegates to be financially viable. Numbers will be capped at a maximum of 12 (probably) as we are great believers that, once a group is above a certain number, any learning tends to be diluted.

Please help us make these a success by:

  • sharing with anyone and everyone who you think might be interested
  • contacting your local PFS regional representatives; surely their members need to know that these options are now available?
  • telling your own companies, in case they have any students studying towards these exams
    …and anything else you can think of…

BTS have a proven track record of outstanding R0 exam success, gained over many years of supporting candidates. We use top class trainers and first-rate workshop materials and practice questions.

Please help us to ensure candidates still have somewhere to go for R0 face to face support.

Thanks in advance.

Luiza

BTS have just run a RO5 workshop for one of our Wealth Management clients. This involved an action-packed two-day workshop facilitated in London. The attendees were mainly second careerists with little or no financial services experience. This workshop was full to brimming with relevant theories and practice, lots of handouts, including one page ‘crib-sheets’ for last minute pre-exam cramming, plus lots of practice ‘exam style’ questions.

RO5 is always talked about as an ‘easier exam’ in the RO set. Well, countrywide results in 2016 averaged at 67.09%. If it is so easy, why are results not better?

We have achieved a 93% pass-rate with our group of 14. We had 13 first time passes and only one fail. Some students used the BTS RO5 study guide, some the new BTS App RO Study Buddy.

We are delighted with these exceptional results based on BTS’s input and materials, plus a lot of hard work from our fantastic students.

Here is a selection of the feedback we received from some of our RO5 students.

“Last week I attended two revision workshops in preparation for the RO5 exam. The BTS facilitator was very thorough and kept the sessions fun and interactive. There were lots of real life examples too, which really helped with understanding the concepts. All important aspects of the course were covered and there was also a lot of focus on exam style questions. Happy to say that I passed first time and found the exam straightforward”.

Maria Isaeva – Trainee Wealth Manager

“I have been on the BTS workshops for both the R01 and R05 exams. I am new to the finance industry, so the thought of CII exams was very daunting to me. The BTS facilitator improved my knowledge and confidence so much during the workshops I honestly don’t think I would have passed without it. With two days workshops for each exam it was a case of prioritising important areas of the syllabus rather than trying to cover everything. I can’t speak highly enough of my experience and will be using BTS for all my future R0 exams”.

Connor Essam – Trainee Wealth Manager

“Having already established an average understanding of the requirements of the R05 myself, BTS really helped tie everything together which ultimately gave me a real understanding to pass this exam. My understanding before BTS was a little fragmented, and so working with Luiza really helped me focus on the important aspects of this exam”.

Jim Springate – Trainee Wealth Manager

“I have now experienced two training courses with BTS and passed both exams first time … I cannot thank you enough for the brilliant training and I honestly feel that I would not have passed the exams without you!!”

Olivia Higson – Trainee Wealth Manage

I found it extremely helpful in being able to put into practice the content of the R05 book. This was invaluable when it came to the exam. The test papers, and being able to have any queries answered, helped massively too

Nick Lake – Trainee Wealth Manager

We have just found out that the Chartered Insurance Institute have made the decision that, from 2018, they will no longer offer R0 workshops to the general market for candidates who are studying for these exams.  

This means that the qualifications that involve such a commitment in terms of study time, question practice, and monies on study guides and exam sittings, are no longer supported by the best learning method of all – face to face workshops.

Let’s face it, these are tough exams to pass on your own. CII countrywide pass-rates for 2016 make staggering reading:

  • R01    57.01%
  • R02   57.92%
  • R03   50.46%
  • R04   54.07%
  • R05   72.11%
  • R06   73.23%

Now, not everyone attends a face to face workshop, but for those that do I am convinced that it makes a huge difference to their chances of exam success.

So, what are BTS doing about this?

For the last year, BTS have not offered open workshops, as guaranteeing required numbers in any one geographic area has been a challenge, but we can’t stand by, watch this market change, and offer nothing to help.

  • BTS currently run four to five R0 workshops each week for our own private clients.
  • We have a wealth of experience in all the R0s to pass on to individuals who are attempting to sit these exams and are looking for some support.
  • We achieve exceptional pass-rates. Just go onto our website at www.bespoketrainingsolutions.com and see for yourself.

We are now going to offer two-day workshops to support R01, 2, 3, 4 and 6, as these are the hardest to pass without some face to face support.

Venues are likely to be central, so probably somewhere in the Midlands, but ultimately this will depend on where attendees are based. If the bulk are in Scotland than the workshop will be run in the north!

Here is the schedule of planned dates in 2018:

R01 18th and 19th July 15th and 16th October
R02 10th and 11th May 25th and 26th October
R03 4th and 5th June 26th and 27th November
R04 26th and 27th November
R06 4th and 5th July 1st and 2nd October

 

To book a place, you can contact us at: http://www.bespoketrainingsolutions.com/contact-us/

To be able to offer this support we need enough people need to sign up. Please let all your financial services contacts know!

This will help us to make sure that the option of face to face R0 workshops continues to be available.

BTS have just completed another R01 workshop for six Edinburgh students. All were sitting their R01 exam within a few weeks of the workshop and were concerned about retaining knowledge in subject areas that were… a tad dull!

The R01 financial services, regulation and ethics exam is not getting any easier. Pass-rates country wide remain very low at 57.01%.

Our six students all passed their exam sittings, giving BTS and the students the desired 100% pass-rate overall. This is our third 100% set of results on our last three RO1 workshops. As you can imagine we are dead chuffed! This is also testament to the hard work of the students, using BTS materials to thoroughly prepare for the exam sitting.

So how do BTS do it?

  • Using materials that are as close to the exam standard as possible
  • Giving students lots of practice questions and answer sheets that explain why the right answer is correct (not just ‘it is A’!)
  • Giving students one page crib-sheets on key exam areas, such as record keeping, cancellation periods etc, so they can look at these the day before the exam
  • Making the BTS R01 study guide as good as it can be, with lots of activities, pictures, practice questions, summaries and key points; all designed to help with an R01 exam pass

Here is the feedback we received from some of the students.

“Having failed on my first R01 attempt (before I experienced BTS) and the stress of needing to pass the exam to allow me to take the next step in my career, you took a huge amount of pressure off my shoulders. The R01 workshop broke everything down so it was clear and easy to understand and I really took in a vast amount on the workshop. Without your help, it is quite possible I wouldn’t have passed the exam, and I wouldn’t be taking the next step to further my career. I would like to thank BTS and I very much look forward to the workshops for the remainder of the R0 exams.” Connor Preston – Trainee Wealth Manager

“Having not sat an exam in over 15 years I was apprehensive about sitting the R01 exam. Thankfully, with BTS’s help I passed first time. With their guidance I was really able to focus on what was important. Throughout the workshop, areas were explained in such a fashion it was difficult not to remember them! Backed up with the study guides, it gave me a confidence which transferred into a pass. I can’t recommend BTS highly enough.” Martyn McNeill – Director

“Having not sat exams for 23 years, the thought of studying, revision and actually sitting an exam were daunting to say the least. I opted to study for the R01 exam using the BTS R01 study guide and found it really user-friendly. I was apprehensive attending the 2-day R01 revision workshop as I hadn’t had an opportunity to go through the entire study guide and was only on Chapter 5. I needn’t have worried. The exam buster workshop hugely helped me get a better understanding of not only the subject matter for the exam, but also the style of questions and how best to approach my studying. BTS’s style of workshop delivery worked perfectly and the handy hints and tips on how to remember key info was invaluable”. Mary Macfarlane – Trainee Wealth Manager

“The BTS exam buster workshop helped me navigate a lot of information and focus on key areas likely to be tested. Being new to the financial sector and CII exams, I found the learning outcome summary questions, mock exam, and summary sheets to be excellent resources. Without this directed learning, I think I would have struggled to pass R01 first time.” Dianne Greig – Trainee Wealth Manager

“I recently passed my R01 with the help of BTS. I found the study guide very helpful in the way it highlighted key points and broke the material down. The workshop I attended was particularly good, Luiza provided lots of exam tips that made a big difference on the day and was able cement my knowledge through some great examples. Thank you for all your help!” Adam Leech – Trainee Wealth Manager

BTS R06 Study Guide, Workshops & e-Learning options

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