BTS has been supporting businesses to provide effective level 4 learning and development programmes since 2004. We work with businesses of all sizes; from smaller practices requiring individualised study plans for small groups of learners, to large academy training programmes with multiple cohorts of trainee advisers.
We work with you and your team to develop a tailored package of support to suit the study needs of your trainees. This can include:
“In 2019, the first Schroders Personal Wealth Academy launched, with an intake of twenty dedicated trainee advisers. BTS delivered the regulated exam study support throughout the 18-month programme of study, taking trainee advisers through the CII Diploma in Regulated Financial Planning.
Using a combination of the BTS study materials and timetabled workshops the ATA’s achieved fantastic results, with 100% first time pass rates achieved on the R01, R05 and R04 examinations.
The feedback from the trainees has been incredibly positive throughout, with many crediting the support they received from BTS as a significant factor in their R0 exam success. Candidates have commented on how the workshops and individualised support have built not only their knowledge and competence, but also their confidence.
The partnership between SPW and BTS presents an exciting learning experience with the aim to develop professional, well-qualified wealth managers of the future. Trainees have access to top quality BTS study materials including study guide textbooks, the R0 Study Buddy app to practise mock exams, and online resources to consolidate learning from face to face workshops.
I have been impressed in particular with the reaction of our trainees to the BTS study material. The study app and the BTS syllabus books taken together have been declared more effective by trainees familiar with other versions of preparatory materials. I have observed live BTS workshops and found them to be very effective in engaging participants, and the case studies help them to think about potential clients who could benefit from their advice.”
“BTS have worked with True Potential for the last four years providing level 4 support to four cohorts of employees so far (now on our 5th cohort).
TP use the whole BTS approach; learners start with the study guides, then have F2F/remote workshops finally completing exam style questions practice using R0 Study Buddy app. Results have been consistently excellent, 100% pass rates for R01, almost 100% for R05, R02, 3, 4 and 6 with pass rates ranging from 80-100%.
BTS have been integral to the success of our academy program. The feedback and guidance from the start of the relationship has really helped when expanding the qualifications of staff within our business.”
We could not do what we do without our brilliant team of Associates. We handpick the best people out there for their experience, knowledge, and ability to engage and support candidates in the BTS way that gets results.
When you attend a BTS workshop or access 1:1 coaching you will meet our team. Different Associates have a passion for different R0 subjects (we can’t all be experts across the board). BTS match the most experienced Associate to the needs of the group or the individual.
We could not do what we do without our brilliant team of Associates. We handpick the best people out there for their experience, knowledge, and ability to engage and support candidates in the BTS way that gets results.
When you attend a BTS workshop or access 1:1 coaching you will meet our team. Different Associates have a passion for different R0 subjects (we can’t all be experts across the board). BTS match the most experienced Associate to the needs of the group or the individual.
