Corporate Services

Corporate Services

Our services for Corporate Clients

BTS work with firms of all sizes, from small IFAs to large wealth management firms and Academies.

We support candidates through the Chartered Insurance Institute (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 be tailored to any learner journey.

Choosing BTS support for your colleagues gives you a choice of structured and flexible learning solutions. We are well known for our accessible study materials which are complete replacements for the examining body texts.

We offer a variety of media to suit different learning styles including:

  • Printed or digital study guides,
  • Remote group workshops,
  • 1:1 coaching,
  • Interactive e-Learning programmes,
  • 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.

With over 20 years' experience supporting the CII exams, we are the 'exam experts'.

BTS designers sit the CII exams annually, so you can be confident our materials are as exam standard as possible. We walk alongside our clients and candidates, providing an ‘arm of support’ on the journey to qualification, with advice and resources designed to provide a structured track to run along.

Develop your team

We offer a comprehensive Digital Academy providing online study materials for the CII R0, J0, CF and AF exams, available to corporate clients on an annual licence basis.

We also deliver a bespoke timetable of webinars and workshop days to support cohorts of learners through the CII exams. Delivery is usually remote and can be arranged at times to suit the needs of the business.

1:1 coaching and study materials can also be purchased separately to support individual members of your team.

Digital Academy

As a BTS Featured Company, you'll be able to add fully-branded details about your business such as your company bio, your values and business goals, the opportunities to work with you, links to your website and contact details.

Bespoke Workshops

Part of the reason we launched Featured Companies is to enable us to introduce talented people to brilliant companies and vice versa. We'll use our Role Profiles to show users opportunities to work with you, sending them straight in your direction.

1:1 Coaching

Careers Zone users can actively select which companies they have 'direct' engagement with by opting to connect with companies they want to be visible to. When a user opts to connect with you, it'll allow you to contact them about career opportunities, if you consider them a good match.

Study Materials

'A Day in the Life of...' is a powerful way to find out what it's like to be part of your company & the different teams within it. You can choose to produce video or written content (or both) to showcase to Careers Zone users what your company roles are all about.

Soft Skills

Your Featured Articles will appear on the dashboard of our CZ users - this will showcase the company & show users the value you can add. You can discuss anything industry related you feel will add value to the reader e.g. any hot topics or if a team member has industry specialisms that wants to share their expertise.

CPD

You have the opportunity to record a webinar or podcast with one of the BTS team discussing career pathways in the industry. You'll have a choice between a pre recorded or live session & we'll plan what is to be covered in advance. The webinars section has become a library of careers content, of which you will add real value to.

Increase your Company Profile

Become a BTS Featured Company to add fully-branded details about your business to our Careers Zone. Share your company bio, your values and business goals, opportunities to work with you, links to your website and contact details.

Connect with our Candidates

Registered users of the BTS Careers Zone can actively select featured companies to connect to. When a user opts to connect with your company, you can contact them about career opportunities, if you consider them a good match.

Advertise your Vacancies

Use the BTS Careers Zone to share your vacancies with BTS users. With over 5000 followers on LinkedIn, we have a wide network of financial services professionals and career changers new to the industry.

Client Case Studies

jamie sexton

Jamie Sexton DipFA

Head of Operations

WATCH VIDEO

True Potential Wealth Management LLP

“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.”

Image of Scott Day Chief Operating Officer

Scott Day

Chief Operating Officer

WATCH VIDEO

Joslin Rhodes Pension & Retirement Planning

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.

Grow your team

Become a Featured Company on the BTS Careers Zone to connect with our candidates. Showcase your company to our audiences and create opportunities to expand and grow your team.

Dedicated Company Profile

As a BTS Featured Company, you'll be able to add fully-branded details about your business such as your company bio, your values and business goals, the opportunities to work with you, links to your website and contact details.

Role Profile Visibility

Part of the reason we launched Featured Companies is to enable us to introduce talented people to brilliant companies and vice versa. We'll use our Role Profiles to show users opportunities to work with you, sending them straight in your direction.

Connect with our Candidates

Careers Zone users can actively select which companies they have 'direct' engagement with by opting to connect with companies they want to be visible to. When a user opts to connect with you, it'll allow you to contact them about career opportunities, if you consider them a good match.

'A Day in the Life of...'

'A Day in the Life of...' is a powerful way to find out what it's like to be part of your company & the different teams within it. You can choose to produce video or written content (or both) to showcase to Careers Zone users what your company roles are all about.

Featured Articles

Your Featured Articles will appear on the dashboard of our CZ users - this will showcase the company & show users the value you can add. You can discuss anything industry related you feel will add value to the reader e.g. any hot topics or if a team member has industry specialisms that wants to share their expertise.

Podcasts and Webinars

You have the opportunity to record a webinar or podcast with one of the BTS team discussing career pathways in the industry. You'll have a choice between a pre recorded or live session & we'll plan what is to be covered in advance. The webinars section has become a library of careers content, of which you will add real value to.

Virtual Careers Fair

This is the big one - Our Virtual Careers Fair will showcase your company like no other. Be part of the panel or lead exclusive talks, in our fairs with themed months in January, March, May, July, September & November

Exposure in BTS Newsletters

We have 9000 subscribers (and counting) on our mailing list and this number will only keep growing. Your content will periodically feature in our newsletters, starting with when you first come on board as a Featured Comapany.

Social Media Features

With 5000+ following, we can use our social media presence across LinkedIn, Facebook, Instagram & Twitter to garner more positive exposure for your business, from when you first come on board to when you have new content available on the Careers Zone for users to look at / listen to.

Study Guides

e-Learning Modules

Practice exam questions on the app

Order free samples

Open Workshops

Working through one of our study guides is the essential first step in your study plan.  

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Open Workshops
Bespoke Workshops

Bespoke Workshops

Contact us form for workshop support 

Digital Academy

Working through one of our study guides is the essential first step in your study plan.  

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