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Welcome to
Bespoke Training Solutions

We are specialists in supporting individuals through the
CII Diploma in Regulated Financial Planning and the CII advanced exams.

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2025-2026 Materials Updates

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Insurance Exam Study Support

BTS Insurance focused products, offering our famous BTS support to individuals studying towards their CII Insurance qualifications.
ENTER INSURANCE EXAM STUDY SUPPORT

R0 Exam Toolkits

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

R01

Financial Services, Regulation and Ethics

R02

Investment Principles and Risk

R03

Personal Taxation

R04

Pensions and Retirement Planning

R05

Financial Protection

R06

Financial Planning Practice

FREE SAMPLE PACKS


To help you choose the support that's right for you, we've put together a pack of FREE samples for each unit, allowing you to try out some of the different BTS support options.
ORDER YOUR FREE SAMPLE PACKS
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AF Exam Study Toolkits

The BTS AF Exam Toolkits have been designed to help you to achieve credits towards the Level 6 Advanced Diploma in Financial Planning.

AF1

Personal Tax and Trust Planning

AF4

Investment Planning

AF5

Financial Planning Process

AF7

Pension Transfers

AF8

Retirement Income Planning

CF1, CF6, CF8, ER1, FA2 and J0 Exam Toolkits

The BTS CF1, CF6, ER1 and J0 Exam Toolkits have been designed to guide you through the CII exam units to help you achieve your next qualification.

CF1

Financial Services, Regulation and Ethics

CF6

Mortgage Advice

CF8

Long Term Care Insurance

ER1

Equity Release

FA2

Pensions Administration

J02

Trusts

J05

Pension Income Options

J10

Discretionary Investment Management

J12

Securities Advice and Dealing

Soft Skills & CPD Toolkits

The BTS Soft Skills and CPD Toolkits have been designed to support your professional development.

Soft Skills

Advice Skills

Insurance Exams

IF1

Insurance, Legal and Regulatory

LM1

London Market Insurance Essentials

M05

Insurance Law

Forums

Chat to others studying the same exam
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Study Plans

Get off to a great start with a study plan
VIEW STUDY PLANS

Webinars

Find out more about exams
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Upcoming Workshops

This is a 2 day event

EVENT TICKET – R01 Revision Workshop | 2nd & 5th October 2026

£220.00 (£264.00 inc. VAT)

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R01 syllabus. You won’t be surprised to hear that they all involve the word ‘regulation’.
Event Starts on: 2 October 2026
8 Seats left
FIND OUT MORE

2 day event

EVENT TICKET – R04 Revision Workshop | 24th July & 27th July 2026

£220.00 (£264.00 inc. VAT)

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus.
Event Starts on: 24 July 2026
8 Seats left
FIND OUT MORE

This is a 2 day event

EVENT TICKET – R01 Revision Workshop | 17th & 20th July 2026

£220.00 (£264.00 inc. VAT)

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R01 syllabus. You won’t be surprised to hear that they all involve the word ‘regulation’.
Event Starts on: 17 July 2026
8 Seats left
FIND OUT MORE

2 day event

EVENT TICKET – R04 Revision Workshop | 29th May & 1st June 2026

£220.00 (£264.00 inc. VAT)

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus.
Event Starts on: 29 May 2026
8 Seats left
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This is a 2 day event

EVENT TICKET – R02 Revision Workshop | 8th & 11th May 2026

£220.00 (£264.00 inc. VAT)

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R02 syllabus including asset classes, investment products, the investment advice process, and the principles of investment planning.
Event Starts on: 8 May 2026
8 Seats left
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This is a 2 day event

EVENT TICKET – R01 Revision Workshop | 15th & 18th May 2026

£220.00 (£264.00 inc. VAT)

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R01 syllabus. You won’t be surprised to hear that they all involve the word ‘regulation’.
Event Starts on: 15 May 2026
8 Seats left
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BTS STEP Approach to Learning

20 Years of Expertise:

Why you can trust Bespoke Training Solutions to further your success…

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

We also support some of the advanced papers, known as the AF exams. With 20 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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