Welcome to Bespoke Training Solutions

Professional Paraplanner Award 2021 logoBTS are ‘The Exam Experts’ for the CII R0 papers. We achieve outstanding exam results for clients and candidates. We are specialists in supporting individuals through the CII Diploma in Regulated Financial Planning.


Our mission is clear:

To maximise your chances of success in regulated exams, we follow a simple model based on our proven STEP approach:

Study train e-learn practise for the CII R0 exams

This approach has helped thousands of trainee financial advisers, paraplanners, administrators and managers pass the R0 exams on their first attempt.


R0 Toolkits

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


Financial Services, Regulation and Ethics
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Investment Principles and Risk
Click Here


Personal Taxation
Click Here


Pensions and Retirement Planning
Click Here


Financial Protection
Click Here


Financial Planning Practice
Click Here

Our RESULTS speak for themselves

For candidates who use the BTS STEP approach, pass rates are close to 100% for R01 and R05, and 90% for R02, R03, R04 and R06


Our guides provide a clear, visual way to study for regulated exams.

They help you develop the base knowledge and understanding required for an exam pass.

There is no need to purchase the examining body R0 study text, our BTS guides are a complete replacement.

Available in a choice of two formats: printed or digital.


BTS offer face to face and remote workshops, and 1:1 training.

Our training ensures candidates fully understand the concepts that lie behind each of the key learning outcomes.

BTS training can also help identify key syllabus areas that are more popular with the R0 examiner.


BTS e-Learning is ideal for people who learn best using visual, online and interactive tools.

It allows you to work through your R0 studies at your own pace, with the BTS team behind you all the way.

BTS e-Learning can again show you the key syllabus areas that are more popular with the R0 examiner.


The BTS R0 Study Buddy app replicates the CII exam standard as closely as possible.

Practise exam questions on your mobile device with fully explained answers.

The app allows you to complete full specimen exams and/or concentrate on a key learning outcome.

“I walked into each of my CII exams with confidence thanks to the guidance and preparation from the team at BTS. They will be my first stop as I tackle the exams for Chartered status in the coming years.”

Brian Parks | Financial Adviser | 2019

“You can have all the knowledge in the world with R06 but if you don’t know how to answer the questions you will struggle. BTS go through every style of question that may come up and give you as much guidance as possible on how to answer it. It runs for two days, 1 day for each case study and they also go through potential questions and answers with you. It’s really interactive as well which is a great way to learn. For anyone about to take R06 then I fully recommend BTS.”

Alex Salter | Paraplanner | Oct 2020

“Having battled with R02, I committed to the full days training with Jeff Scholes. It has been the best decision of the year so far, the knowledge and direction that Jeff was able to get across in the 9 hours is truly remarkable! I can confidently say that having the training was the reason I passed the exam this time around. Going forward I will most certainly take advantage of the Jeff and his experience.”

Andre Payne | Nov 2020

“You came away from the course feeling like I could handle the exam and was able to tackle the rest of my revision in a much more structured manner. Genuinely don’t think I could have passed first time without it!”

Izzy Johnson | Digital Marketing Specialist | 2019

“Delighted to have received my results this morning and passed RO6! I decided in July to make good use of lockdown and passed RO4 and RO6 in the last few months. Diploma complete! Huge thanks to Luiza Todd and all the team at Bespoke Training Solutions Ltd for all your help, support and wise words over the last 4 years!”

Chris Benn | Oct 2020

“Thank you so much Luiza, I honestly couldn’t have done it without your study guides and study days. They made such a difference.”

Jenna Cochrane DipPFS | Paraplanner | Lomond Wealth

“I would highly recommend BTS for all your study needs whilst doing the CII Regulated Exams. I personally used their materials from R02 onwards and didn’t look back. Their Study books are in a very easy to understand format with exercises throughout which for me really helped digest the information and for it all to make perfect sense.”

Regulated Diploma Student

“I am totally thrilled that I have passed another RO exam with the help of BTS. I have used their Study Buddy app for every exam that I have done. I just did the RO4 exam and questions were so similar to the exam so this resource is a must!!”

R04 Student

“I started my Level 4 journey in May 2019, with R01. Having dragged myself through the CII R01 study guide I was still unclear of some of the content. The BTS workshop we attended was, without a doubt, what got my through that exam first time. The workshop was great, well delivered and informative. I’ve since attended BTS workshops for R05, R03, R02, R04 & R06, and used their study guides and the App they have throughout.”

Regulated Diploma Student

“I have used only the Bespoke Training Solutions study guides for all R0 exams and passed each exam first time. These guides are so easily digestible and make subjects that would be otherwise arduous, enjoyable. I have thoroughly enjoyed the wit and humour that is sewn into the fabric of these guides. This, as well as how the modules are structured, have certainly been a benefit to my learning experience. I only recommend the Bespoke Training Solutions study guides.”

Regulated Diploma Student

“I have used other exam practice tools and I would highly recommend using R0 Study Buddy in preparation for your RO exams. I found the question style, language and timing very similar to the real thing, and the walkthrough answers with added exam tips, invaluable in consolidating knowledge and building confidence ahead of sitting the real thing. Saving your scores, helps you to track your progress and my practice exam scores were spot on with the real thing. So my advice is download the app, get out your calculator and crack-on!”

Vicki Redsell DipPFS, CIPR | Paraplanner | Jan 2021

“I cannot recommend BTS enough. I have done two courses with them for RO1 with Luiza and RO3 with Jeff. These courses really helped me too. Now on to RO6 my last exam!! Thank you BTS I could not have done it without you!!”

Regulated Diploma Student

“Thank for the workshop you delivered for R04. You made it so engaging and really helped me understand things I couldn’t get my head around just by reading it! Who knew R04 revision could be fun?!”

Michelle Edmunds | Office Administrator

“I can’t thank all of you and everybody at BTS for the patience and support you’ve given me over all my exams. I’m 100% sure that without your help I’d be resitting R06 indefinitely.”

Carl Leishman | Head of Training | True Potential LLP | Oct 2020

“I’ve passed the R03 exam and give huge thanks to your training guide and study app. The fact the app gives a rationale for the answers makes all the difference.”

Kristina Brown

“Best practice system I’ve used for the R0 exams. As an app on your phone, it’s easy, quick and always available. You can do chapter and full exam practice. With the answers, you don’t just get a correct or incorrect, you get the reason why it is. So you learn loads as you go. Great toy. Thank you!”

Sue Deacon | Jan 2021

“A big thank you to Luiza and Jeff at Bespoke Training Solutions…I had a great experience working with them in readiness for the Financial Planning Diploma. Their revision materials are high quality and the dynamic exam workshops are customised with a laser-like focus on the RO exams themselves. All essential ingredients to passing the diploma efficiently and starting out a new career in wealth management. Thank you!”

R06 Workshop Attendee

“Just to say a big thank you for the amazing R04 session last week – everything was spot on and delivered in such a great manner! I sat the exam and passed yesterday so that’s another one done and dusted!”

R04 Workshop Attendee

“BTS delivers the content in a concise and digestible format, their workshops are incredibly useful in getting through the exams and understanding the content on a much deeper level than for example the CII study guides. Their study guides are laid out in a way that makes sense, and it is clear they have been written by a team that absolutely understand the content and how to teach it. I’d highly recommend anyone looking to gain their level 4 use BTS for their training, material and ongoing support.”

Shaun Atkinson | Financial Adviser | Sherlock Financial Management

“BTS workshops were a huge help to get me prepared for my R06 exam. I don’t think I would have passed first time without them.”

Adam Marsden | Financial Planner

“When making the decision to move into financial services I knew the change was going to be a difficult one. BTS helped me make the switch as smooth as possible with excellent support and training. BTS offered an excellent balance between thoroughly learning content and being prepared for what the CII might throw at you in an exam. I would strongly recommend them.”

Sean Heggarty | Financial Adviser

“The company I worked for employed Bespoke Training Solutions’ Luiza Todd to help me get through the RO exams. I can honestly say that I would not have passed them without the excellent training and support that I received from Luiza and her team. Thanks again.”

Laura Teehan

“The skills and support I received from BTS was central to my success and have definitely laid down solid foundations which I have been able to improve and adapt whilst working towards Chartered. The study guides break down complex topics, with strategies that are easily applied both in the exams themselves and in your day to day working which I have found to be invaluable – I’ve even got a few of their handy crib sheets in my desk drawer. If you are looking at doing any of the R0 exams, I cannot recommend BTS highly enough and regardless which of their resources you utilise I guarantee you will not be disappointed!”

Joanne Wall, DipPFS CeMAP

16 Years of Expertise: Why you can trust Bespoke Training Solutions to further your success…

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

With over 16 years’ experience, our unique STEP approach has helped thousands of trainee advisers, paraplanners, administrators and managers achieve a first-time exam pass.


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