Individual Services

Individual Services

Our services for Individuals

BTS are ‘the exam experts’ and have been supporting candidates through regulated financial services exams for 20 years. We are a team of industry experts, with extensive knowledge and experience of the financial services industry. We have supported thousands of candidates through the Chartered Insurance Institute (CII) Level 4 and Level 6 exams, to achieve DipPFS and Chartered qualifications in financial planning.

Studying with BTS 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 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. 

The BTS resources provide a structured study path through the exam syllabus, covering both the technical knowledge and exam technique required to achieve a pass.

We follow a simple model based on our proven STEP approach to planning your study: Study | Train | e-Learn | Practise

Find out more about how we support individuals to pass the CII exams by clicking into the options below. 

Study Guides

Our study guides are a complete replacement for the examining body textbook. They’re written in plain English and in an easy to understand format.

BTS study guides bring the subject matter to life and are packed full of exam-relevant content and specimen questions. We’ve even managed to weave some BTS humour throughout.

Written in a way that starts at the beginning of each learning outcome, you’ll build knowledge and understanding as you work through the guide. This means that you learn the required areas for your exam ‘step by step’.

BTS study guides are available in a choice of two formats; printed or digital.

Online Workshops

BTS facilitators are skilled at bringing key subjects to life through examples, visuals and exam-style practice questions.

Our workshops focus on the heaviest-weighted Learning Outcomes (LOs) of the unit, which is where a lot of your exam questions will come from.

You will work with an experienced BTS facilitator to consolidate your understanding of the heaviest-weighted learning outcomes for the unit.

You will also spend time developing your question answering techniques and exam revision strategy. BTS designers sit the CII exams every year to ensure our knowledge of the style and content of the exam is as up to date and ‘exam-standard’ as possible.

e-Learning Modules

BTS e-Learning is ideal for individuals who learn best using visual, online and interactive tools. They can also be an alternative if you are unable to attend a workshop.

e-Learning allows you to work through your studies at your own pace and can be used alongside a study guide, or as a revision tool on completion of the study guide.  As with our workshops, e-Learning focuses on the heaviest weighted Learning Outcomes of each unit.

Content includes introduction videos that tee up the learning, interactive exercises and activities to break complex subjects down, exam-standard questions throughout to check your key exam knowledge and a specimen exam at the end of the module, marked by your device with feedback given on each answer

Practice Exam Questions

BTS Study Buddy provides a digital way of practicing for the CII R0 exams, increasing your chances of passing at the first sitting.

With enough sample exam-style questions for four completely unique full exams, the BTS Study Buddy is perfect for anyone studying towards a pass in units R01 through to R05 and CF6.

BTS designers sit the exams every year, and train thousands of students. We pack all of this exposure into our App questions, giving you the closest experience as is possible, of the sorts of questions that might come up in your exam.

The exam style questions are designed to supplement our study guide and to help uncover focus any knowledge gaps. The feedback will help you target your final revision, giving yourself the best chance of exam success.

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