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Information on updates to materials

What is R01 Financial planning practice?

Information on updates to materials

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BTS Study Buddy

A digital way of practising CII multiple choice exam questions. Accessible on your mobile device via the app and on your desktop via the web.

Free Samples of CF1 Study Materials

A helpful ‘try before you buy’ resource!

We know that choosing study materials is a personal decision, so we’ve put together a sample pack of the BTS CF1 study materials to help you choose the support that’s right for you. 

Unsure whether you would prefer a printed or digital study guide?

Add the sample pack to your cart to take a look at both options before making up your mind! 

The CF1 sample pack includes a taster of our:

  • CF1 Digital Study Guide
  • CF1 Printed Study Guide (sample in pdf format)
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Book an CF1 Workshop

2 day event

EVENT TICKET – R04 Revision Workshop | 27th February & 2nd March 2026

£220.00 (£264.00 inc. VAT)

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus.

2 day event

EVENT TICKET – R03 Revision Workshop | 20th & 23rd February 2026

£220.00 (£264.00 inc. VAT)

The workshop concentrates on honing your understanding and application of principles and processes of taxation. We will be breaking the syllabus down into the various chapters: Income Tax, CGT, Direct Investments, Indirect Investments, IHT, Stamp duties, and Trusts.

This is a 2 day event

EVENT TICKET – R02 Revision Workshop | 6th & 9th February 2026

£220.00 (£264.00 inc. VAT)

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R02 syllabus including asset classes, investment products, the investment advice process, and the principles of investment planning.

This is a 2 day event

EVENT TICKET – R01 Revision Workshop | 30th January & 2nd February 2026

£220.00 (£264.00 inc. VAT)

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R01 syllabus. You won’t be surprised to hear that they all involve the word ‘regulation’.

2 hours

EVENT TICKET – IF1: Chapters 2, 4 and 6| 26th January 2026

£40.83 (£49.00 inc. VAT)

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 2, 4 and 6, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.

2 hours

EVENT TICKET – IF1: Chapters 1, 7 and 8| 19th January 2026

£40.83 (£49.00 inc. VAT)

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 1, 7 and 8, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.

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Material Updates

Which exam year do you need materials for?

  • 2025/26 editions are valid for exam sittings from 1st September 2025 – 31st August 2026

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