Chartered/Fellowship – Let’s cut the confusion!
If you’re just starting out in the industry, you might be curious about the AF exams and whether they should be a cause for concern. On the other hand, if you’ve already obtained your Level 4 diploma and aspire to become a Chartered Financial Planner or achieve Fellowship, things can still be quite perplexing. Let’s […]
Trust Me – The J02 Exam
In this article, Nikita Phillips, Candidate Support and Business Development Adviser at BTS, discusses the J02 – Trusts exam and her experience of sitting this unit. Once I finished my diploma in Regulated Financial Planning in 2022, I immediately set my sights on the next challenge. As someone who has always aspired to achieve fellowship, […]
Is an Exam Remark Worth the Money?
It’s a common question that BTS are asked by candidates in the unfortunate position of deferred success. So, what does BTS think? Here’s Director, Luiza Todd’s thoughts… We have just been through the autumn R06 and advanced exam results season. That 6-8 weeks to get your results does seem to stretch out in front of […]
Level 4 to Level 6 – Just how big of a step up are the AF exams?
Here at BTS, we believe in walking the talk. Our team sit the CII exams annually to keep up to date with the candidate experience. In this article, our newest team member, Nikita Phillips, Candidate Support & Business Development Adviser, talks about her experience of progressing from a level 4 to level 6 exam and […]
AF8 – How to Prepare & Pass
The AF8 Pension Income Planning advanced unit was introduced by the Chartered Insurance Institute (CII) a few years ago now (2019). It’s an assignment-based unit built around the submission and passing of three assignments based on a client fact find. Is it a popular unit with candidates? It is a very popular unit with candidates […]
Let’s talk about deferred success
In a second article for Mental Health Awareness Week, Luiza Todd, BTS Director, shares her views on supporting candidates when it comes to deferred success. Let’s start with a few questions What is important to an exam candidate / corporate Academy? Is it all about first time exam pass rates and successes? How do you […]
The importance of talking about our experiences
Luiza Todd, BTS Director, shares her views on exams and mental health BTS supports mental health awareness This article is going to have a common theme – the effects that exams can have on a candidate’s mental health. Mental Health Awareness week runs from 15th – 21st May, albeit on behalf of BTS, I would […]
It’s all kicking off – New FREE R06 and AF Exams Webinars
Are you thinking about sitting the R06 or AF exams? Check out our FREE kick-start webinars, there’s one available for each sitting! In these webinars we are going to walk you through how best to prepare for that upcoming R06 or AF exam. Where you can learn about the key things to do and the […]
AF5 – February 2023 Exam Fact Find
The fact find has landed and the analysis at BTS HQ has already begun! And there’s more… On fact-find release day for AF5 (as if that isn’t exciting enough) BTS has something else up our sleeve that will hopefully enable our candidates to support each other in the lead up to the AF5 exam sitting. […]
AF7 – Study Tips
How to prepare for your AF7 exam Time is of the essence This is an exam where around two-thirds of the marks are gained from questions based on unseen case studies, which means your time in the AF7 exam has to be managed well. You must ensure that you have sufficient time not only to […]