Personal Finance Society

Personal Finance Society


BTS and the Personal Finance Society (PFS) East Midlands combined forces to offer an exciting initiative to candidates studying towards the R0 exams.

The aim is to offer the expertise of BTS R0 support to candidates that have no or little access to company workshops, at an affordable price point.

BTS have 17 years’ worth of experience supporting regulated exams and have worked with tens of thousands of candidates. Our expertise, experience and supporting materials are second to none, with a proven track record of R0 exam success with many of the largest client Academies in the UK.

The programme of workshops offered via the Personal Finance Society throughout 2021 produced outstanding results with 5* feedback from delegates and excellent pass rates – 100% for R01!

Which R0s are being supported?
R01 Financial services, regulation, and ethics
R02 Investment and risk
R03 Personal taxation
R04 Pensions and retirement planning

How is this support being provided?
Support is being provided via two-day workshops – the initial day is on a Friday, the second on a Monday. This avoids the need to take two days off in a row in the same week. It also helps candidates to absorb the first day’s knowledge over a WE, before topping this up with day two’s instalment.

What do BTS cover on the workshops?
These days are designed as revision workshops. BTS concentrate on the key learning outcomes and areas that are more essential for an exam pass. As a result, they are ideal for candidates towards the end of their learner journey, where the next step is an exam sitting. The days can, however, also be used by candidates at the start of their R0 study plan, to ‘kick start’ their learning journey.

How often are the workshops being run?
The workshops are being offered four times a year, so one set of R01/2/3 and 4 is available per quarter. Places are limited and offered on a first come first served basis.

Where can I see what is available?
The workshops can be viewed on the BTS events calendar and on the Leicester and Nottingham PFS forthcoming events pages.

How do I book onto a workshop?
Workshop places are secured by following the links on the BTS events calendar. This will take candidates to the relevant booking page. Payment will be taken by the Institutes at time of booking. This payment is refundable in extenuating circumstances.

What benefits does PFS membership bring?

PFS membership brings a raft of benefits including access to these workshops at a lower, subsidised cost. Members will be invited to CPD events, have access to the PFS online Learning Content Hub and Knowledge Services. In addition, as a PFS member you can enjoy discounts with “Perks” the affinity benefits scheme which offers discounts on products and services; details can be found at

PFS members studying towards a qualification can also apply for a TOTUM PRO student discount card and enjoy additional discounts.

PFS members pay an annual membership fee, currently £80 for anyone studying towards their QCF level 4. These monies are recouped after two R0 exam are sat, as members pay reduced fees for CII exams.

So, PFS membership brings many benefits including discounts on CII materials and exam fees.

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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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