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  • R01 Financial services, regulation and ethics
  • R02 Investment principles and risk
  • R04 Pensions and retirement planning
  • R05 Financial protection
  • R06 Analysis
  • R06 Financial planning practice
  • Specimen Exam Sets
  • Workshop Handouts

R02 2020-2021 Crib Sheets for Richard Storey

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R02 2020-2021 Crib Sheets for Rob Peters

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R01 Workshop Materials

R01 2020-2021 Full Workshop Handouts

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R05 2020-2021 1 Day Workshop Handouts

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R06 analysis

R06 Financial planning practice Case Study Analysis – e-Learning Module July 2021

Welcome to the BTS learning materials for the case studies for the July 2021 sitting of the R06 exam. We have included guidance on how …

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R01 Specimen Exams Set 2020-2021

This specimen exam set contains four unique R01 exam papers. Just like the real R01 exam, each paper contains 100 multiple-choice questions. The exam is …

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

They help you develop the base knowledge and understanding required for an exam pass.

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.


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.


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.


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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