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.

They do not cover all the learning outcomes in the selected R0s, as that would be an impossibility in the time available. They are billed as revision days ideally not ‘start from scratch and cover everything required’ workshops.

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.

Candidate Testimonials

“I just thought you would like to know that I finally PASSED my R01 last week. It was my first resit following the 2-day course with you guys. I passed by 78% and finished with 25 minutes remaining. A MASSIVE thank you for all your expertise and knowledge you provided during the course. It was engaging and allowed me to focus my study in key learning areas. Following the course I downloaded the questions on the Study Buddy app. They were a massive help and so close to the questions in the exam. I will certainly be looking to book on to future courses and purchasing the study material you provide.”

Jack | R01 Workshop Attendee | July 2021

“Such an amazing R04 workshop! I wish I had known about this for my previous R0 exams. It’s made a tricky subject a lot more understandable. Thank you BTS.”

Helen Ballantyne | Personal Wealth Support | March 2021

“So pleased to have passed my R04 exam this morning first time with 82%. A huge thank you to Bespoke Training Solutions Ltd who provided a fantastic two day R04 workshop as well as their study guides and study app. Their resources made a huge difference to my revision, and overall understanding. One more to go until I am qualified!”

India Johnston | Paraplanner | March 2021

“I cannot thank you enough for all of your help! It really gave me another outlook on the R04 exam. I felt so much more confident going into the exam than I have done going into all the previous exams.”

Jack Furnell-James | Paraplanner | March 2021

“Such an brilliant two days – thank you! I wish I had known about this for R02 and R03! It made the tough subject of Pensions a lot more understandable and easier to learn!”

Shannon Stazicker | Client Services Manager | March 2021

“It was an absolutely brilliant and invaluable 2 days! Luiza not only makes it fun, but makes everything much more understandable with worked examples and ‘real life’ exam questions. I’m thankful to have attended and think I’ll be using BTS for my future exams!! I never imagined a R04 workshop to be so engaging! The 2 days flew by. Thank you BTS.”

Laura Milroy | Compliance and Training Manager | March 2021