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R06 July 2023 Case Study Analysis

Welcome to the BTS learning materials for the case studies for the July 2023 sitting of the R06 exam. We …

AF5 financial planning process

AF5 September 2023 Fact Find Analysis

Welcome to the BTS learning materials for the February 2023 sitting of the AF5 exam. We have included guidance on …

Advice Skills

SPW Advice Skills Toolkit

Advice Skills

Open Access: True Potential Advice Skills

R02 2022-2023 Touchpoint Webinars

Welcome to the R02 2022-2023 Touchpoint webinars.  These 5 sets of slides are used in the Bespoke Training Solutions (BTS) …

AF7 workshop handouts

AF7 2022-2023 1-day Workshop Materials

The BTS AF7 Pension transfers 1 Day Workshop materials have been developed to support your AF7 learning and development.  BTS AF7 …

Consumer duty

Open Access: True Potential Consumer Duty

Consumer duty

SPW Consumer Duty Toolkit

R06 Case Study Analysis free sample

R06 Sample of Case Study Analysis e-Learning

This is a sample of the e-Learning materials that are available from BTS for each R06 exam sitting. The full …

R06 Webinar Materials

R06 2022/2023 Webinar Series

AF5 2022-2023 February Webinar Materials

R06 refresher materials

R06 January 2023 Refresher

R06 case study analysis

R06 April 2023 Case Study Analysis

Welcome to the BTS learning materials for the case studies for the September 2022 sitting of the R06 exam. We …

R03 webinars

R03 2022-2023 Touchpoint Webinars

Welcome to the R03 2022-2023 Touchpoint webinars.  These 5 sets of slides are used in the Bespoke Training Solutions (BTS) …

AF1 2022-2023 webinars

AF8 e-Learning module

AF8 e-Learning Module

Welcome to the BTS AF8 Retirement Income Planning e-Learning module. This is an online learning experience and consists of 3 …

AF1

SPW AF1 Toolkit

Sample of AF1 digital study guide

AF1 2022-2023 Sample of Digital Study Guide

  The BTS AF1 study guide follows a similar format to our well-loved R0 study guides. The study guide contains …

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