Our Partners

Our Partners

Our Collaborative Partnerships

We choose our professional partners carefully to bring our candidates the best exam support, advice and resources,

From informative webinars for specific professions, to training collaborations with regional PFS institutes. Videos, podcasts and more!  Take a look at what we are doing with our current partners to find our more about additional support for your regulated exam journey.

Personal Finance Society

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professional paraplanner

Professional Paraplanner

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The Paraplanner Club

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financial adviser mentorship

Financial Adviser Mentorship

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trusted advisor magazine

Trusted Adviser Magazine

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Financial Planner Life

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What our Partners Say

“Having recently sat (and passed) my AF1 exam, I’m not sure I could have done it without the BTS study guide. The guide was incredibly informative and broke different topics down into a nice, user-friendly manner. In addition, the guide was very helpful at illustrating how questions should be answered in terms of both content and structure. One thing I particularly liked about the BTS study guide is that it was very interactive – each topic would have questions and answers throughout which helped to consolidate your knowledge on the area you were just learning about. These would also build on top of each other so that you could see how different elements of tax planning interacted with others. Overall, I am very pleased with the study guide provided and I look forward to using them again for my next exam.”

- Ashleigh Thomasson
Paraplanner
Courtiers

“I liked the fact that BTS had broken their course down into sections focussing on each AF8 assignment, so whether you were identifying strengths and weaknesses in A1, suggesting changes pre-retirement in A2 or recommending an income strategy in A3, BTS were able to give very clear pointers around what sort of things to include within each assignment, without falling foul of CII’s plagiarism & collusion rules. It also meant that each section of the course was relevant and specifically aimed towards the assignment I was working on at the time, rather than just regurgitating the same information like you sometimes see with online courses. I essentially used the BTS course as a checklist when reading back through each of my assignments, and once I was happy that I’d covered every pointer that BTS provided, I then submitted the assignment to the CII. Both assignments came back with a pass grade, so BTS’s pointers clearly work!

Many thanks for BTS’s help with me getting AF8 over the line. I’m pretty sure I would be facing a full re-sit without your help, and I would highly recommend BTS’s AF8 course if anyone is looking for that extra bit of help in getting through this tricky advanced diploma unit.”

- Luke Mapley
Financial Adviser
Gower Financial Services

Just completed reading the BTS AF4 study guide. I cracked on with it as soon as I received it. What a book! I have got my monies worth. I have already spent a fair whack on other materials which have been useful to help me with this extremely difficult unit and by far the money I have spent on this book has been well worth it. The author(s) of this book is/are genius. I love how you have explained some of the themes so clearly. I love how the guide is written, as if I am sat in front of you and you are explaining it to me. I am far more confident now thanks to your study guide.

- AF4 Candidate 2023

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