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    • AF1 study guide
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      AF1 Personal tax and trust planning – Printed Study Guide 2022-2023 Exam Year

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      R06 Financial Planning Practice Case Study Analysis e-Learning Module (January 2023 exam sitting)

      £119.00 (£142.80 inc. VAT)
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      AF7 Pension Transfers Case Study e-Learning Module 2022-2023 (120-day enrolment)

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  • News and Events
    Latest exam news & advice
    PFS subsidise AF exams workshops

    PFS subsidise £100 off the cost of the BTS AF exams workshops

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    Webinar Beyond the R0 exams with Antony George

    Beyond the R0 exams: Options for Level 6

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    AF5 financial planning process

    AF5 Financial planning process | BTS launch new exam support

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    AF7 Exam Support

    AF7 Pension transfers | BTS launch new exam support

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    WORKSHOPS
    CAREER PATHWAYS EVENTS

    AF5 Exam Preparation Workshop | 15th February 2023

    AF7 Exam Preparation Workshop | 22nd February 2023

    R01 Revision Workshop | 27th & 30th January 2023

  • About Us

    BTS is a team of highly-qualified and experienced financial advisers, trainers and programme managers led by Luiza Todd and Jeff Scholes.

    We are exam experts. We help candidates who are working towards the CII Diploma in Regulated Financial Planning to achieve exam success. The pass rates our candidates achieve are consistently high compared to the industry average.
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R02 Candidate | Practice Manager | July 2022

Our RESULTS speak for themselves

For candidates who use the BTS STEP approach, pass rates are close to 100% for R01 and R05, and 90% for R02, R03, R04 and R06

STUDY

BTS study guides provide a clear, visual way to study for regulated exams. 

There is no need to purchase the examining body R0 study text, our BTS guides are a complete replacement.

Available in a choice of two formats: printed or digital.

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BUY STUDY GUIDES

TRAIN

BTS offer face to face and remote workshops, and 1:1 training.

Our training ensures candidates fully understand the concepts that lie behind each of the key learning outcomes.

BTS training can also help identify key syllabus areas that are more popular with the R0 examiner.

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VIEW EVENTS

E-LEARN

BTS e-Learning is ideal for people who learn best using visual, online and interactive tools.

It allows you to work through your R0 studies at your own pace, with the BTS team behind you all the way.

BTS e-Learning can again show you the key syllabus areas that are more popular with the R0 examiner.

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VIEW COURSES

PRACTISE

The BTS R0 Study Buddy app replicates the CII exam standard as closely as possible.

Practise exam questions on your mobile device with fully explained answers.

The app allows you to complete full specimen exams and/or concentrate on a key learning outcome.

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VIEW APP FAQS

Insights, Help and Advice

PFS subsidise AF exams workshops

PFS subsidise £100 off the cost of the BTS AF exams workshops

Read More
Webinar Beyond the R0 exams with Antony George

Beyond the R0 exams: Options for Level 6

Read More
AF5 financial planning process

AF5 Financial planning process | BTS launch new exam support

Read More
AF7 Exam Support

AF7 Pension transfers | BTS launch new exam support

Read More
AF5 exam

Sitting the AF5 exam | The candidate experience

Read More
Qualifications for paraplanners

BTS Career Pathways | Qualifications for Paraplanners

Read More
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Registered in England | Company No. 05064692

BTS Logo

Registered Office: The Mews, Little Brunswick Street, Huddersfield, HD1 5JL

Registered in England | Company No. 05064692

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