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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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Page 10

R06 Webinar Materials

R06 2022/2023 Webinar Series

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

SPW AF1 Toolkit

Consumer duty e-Learning

Consumer Duty 2022-2023 e-Learning Module

Advice Skills

Advice Skills e-Learning Module

R06 January 2023 Case Study Analysis

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

R04 workshop materials

R04 2022-2023 2-Day Workshop Handouts PFS

R03 workshop materials

R03 2022-2023 2-day Workshop Handouts PFS

R02 workshop materials

R02 2022-2023 2-day Workshop Handouts PFS

R04 workshop materials

R04 2022-2023 2-3 Day Workshop Handouts

R03 workshop materials

R03 2022-2023 2-3 Day Workshop Handouts

R02 workshop materials

R02 2022-2023 2-3 Day Workshop Handouts

R05 workshop materials

R05 2022-2023 1-Day Workshop Handouts

Open Access: True Potential AF7

AF7

SPW AF7 Toolkit

AF5

Open Access: True Potential AF5

R95 specimen exam set

R05 2022-2023 Specimen Exams Set

This specimen exam set contains four unique R05 exam papers. Just like the real R05 exam, each paper contains 50 …

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