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R01 Financial Services, Regulation and Ethics

Amicus R01 Toolkit

J05 Pension Income Options

J05 2023-2024 Digital Study Guide

J12 Securities Advice and Dealing

J12 2023-2024 Digital Study Guide

AF5 February 2024 Analysis (PLUS Sep 2023)

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

R06 Financial Planning Practice

R06 Analysis January 2024 (PLUS October)

Welcome to the BTS learning materials for the case studies for the January 2024 sitting of the R06 exam. We …

AF4 Personal Taxation and Trusts

AF4 2023-2024 2-Day Workshop Handouts

R06 Financial Planning Practice

Open Access: True Potential R06

J12 Securities and Investments

J12 2023-2024 1-Day Workshop Handouts

AF4 Personal Taxation and Trusts

AF4 2023-2024 Webinar Materials

Welcome to the Bespoke Training Solutions (BTS) AF4  Investment planning webinars.  

R06 Financial Planning Practice

R06 2023-2024 Digital Study Guide

The first Step in your R06 preparation is to work through the BTS R06 study guide. This guide will get …

R02 Investment Principles and Risk

R02 2023-2024 Sample Of Digital Study Guide

This a free sample of the digital study guide. BTS R0 study guides are available in a choice of two …

R01 Financial Services, Regulation and Ethics

R01 2023-2024 Sample Of Digital Study Guide

Access Duration: 90 day enrolment period. This a free sample of the digital study guide. BTS R0 study guides are …

R04 Pensions and Retirement Planning

R04 2023-2024 Sample Of Digital Study Guide

This a free sample of the digital study guide. BTS R0 study guides are available in a choice of two …

CF6 Mortgage Advice

CF6 2023-2024 Sample of Digital Study Guide

This a free sample of the digital study guide. BTS study guides are available in a choice of two formats: …

AF7

AF7 2023-2024 Case Study E-Learning Module

The BTS AF7 Pension transfers e-Learning module is an online learning experience. It consists of five unique case studies, each …

AF1

AF1 2023-2024 Webinar Materials

Welcome to the Bespoke Training Solutions (BTS) AF1 Personal tax and trust planning webinars. This series consists of 4 webinars …

R05 Financial Protection

Canter Holland R05 Toolkit

R04 Pensions and Retirement Planning

Canter Holland R04 Toolkit

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