BTS work with firms of all sizes, from small IFAs to large wealth management firms and Academies. We support candidates through the CII Level 3, Level 4 and Level 6 exams, to achieve their Cert, DipPFS and Chartered qualifications. Whether you are looking to support one individual through a specific exam, or a cohort through the full Diploma, the BTS approach can work with any learner journey.
Choosing BTS support for your candidates gives you a choice of structured and flexible learning solutions. We offer a variety of media to suit different learning styles including hard copy or digital study guides, remote group workshops and 1:1 coaching, interactive e-Learning programmes, and our Study Buddy app that replicates the CII exam experience via a smartphone or tablet.
BTS materials can be purchased separately or via a licensed Digital Academy which is an easy and cost-effective way for firms to allocate any of the BTS resources to internal candidates as and when they need them.
What makes the BTS approach different? BTS designers sit the CII exams annually, so you can be confident our materials are as exam standard as possible. Our associate trainers are experts in the CII exams. We walk alongside our candidates, providing an ‘arm of support’ on the journey to qualification, with advice and resources to answer questions on the next steps in your financial services career.
Find out more about the support available for corporates by clicking into the options below.
Working through one of our study guides is the essential first step in your study plan.
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Contact us form for workshop support
Working through one of our study guides is the essential first step in your study plan.
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Become a Featured Company on the BTS Careers Zone to connect with our candidates. You’ll showcase your company to our audiences, as well as create opportunities to expand your team and grow your business.
BTS launched the Careers Zone to further support careers in financial services. The site is designed for anyone interested in a career in the sector including career changers, candidates studying for CII qualifications, individuals looking to progress within their current role or those looking for a new challenge.
What is a BTS Featured Company? This is a company that has chosen to partner with BTS and appear within the various pages in the BTS Careers Zone. At a high level, you’ll be positively exposing your company to our thousands of followers and registered users, as well as creating opportunities to expand your team and grow your business.
Showcase your business. Share your passions about the industry. Help inform others about potential next steps in their careers. Attract new talent.
Being a Featured Company on the BTS Careers Zone comes with a host of opportunities to raise the profile of your firm with the BTS user demographic.
“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.
