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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.

Professional Paraplanner Awards 2021
Professional Paraplanner Awards 2022
Professional Paraplanner Awards 2023
Professional Paraplanner Awards 2024
Professional Paraplanner Awards 2025

Christmas Deliveries - Last Orders for Printed Study Guides.

Last orders will be 1pm Thursday 18th Dec. Anything placed after Thursday will be processed on the 2nd January. 
Orders going to business addresses won’t be dispatched until Monday 5th January. 

Autumn Budget 2025 Updates

Click the button below  to find out how this impacts your exam

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Insurance Exam Study Support

BTS Insurance focused products, offering our famous BTS support to individuals studying towards their CII Insurnce qualifications.
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Careers Zone

Articles, Webinars, Exam News, Forums, Study Plans and more...
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Advice Skills

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

M05

Insurance Law

IF1

Insurance, Legal and Regulatory

LM1

London Market Insurance Essentials

Forums

Chat to others studying the same exam
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Study Plans

Get off to a great start with a study plan
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Webinars

Find out more about exams
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Upcoming Workshops

2 day event

EVENT TICKET – R04 Revision Workshop | 27th February & 2nd March 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: 27 February 2026
12 Seats left
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2 day event

EVENT TICKET – R03 Revision Workshop | 20th & 23rd February 2026

£220.00 (£264.00 inc. VAT)

The workshop concentrates on honing your understanding and application of principles and processes of taxation. We will be breaking the syllabus down into the various chapters: Income Tax, CGT, Direct Investments, Indirect Investments, IHT, Stamp duties, and Trusts.
Event Starts on: 20 February 2026
12 Seats left
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This is a 2 day event

EVENT TICKET – R02 Revision Workshop | 6th & 9th February 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: 6 February 2026
12 Seats left
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This is a 2 day event

EVENT TICKET – R01 Revision Workshop | 30th January & 2nd February 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: 30 January 2026
12 Seats left
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2 hours

EVENT TICKET – IF1: Chapters 2, 4 and 6| 26th January 2026

£40.83 (£49.00 inc. VAT)

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 2, 4 and 6, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.
Event Starts on: 26 January 2026
9 Seats left
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2 hours

EVENT TICKET – IF1: Chapters 1, 7 and 8| 19th January 2026

£40.83 (£49.00 inc. VAT)

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 1, 7 and 8, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.
Event Starts on: 19 January 2026
7 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.

Follow us on Social Media @BespokeTrainingSolutions

Registered Office: 3rd Floor, 20 Gracechurch Street, London, EC3V 0BG

Registered in England | Company No. 09063924

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