Adam Marsden | Financial Adviser | December 2020

Adam Marsden | Financial Adviser | December 2020

By Carly Cousins | 28 April 2021

"I am a financial adviser with Reflect Financial, based in Liverpool. For my R01 exam, I used the BTS study guide, and took part in workshops with Luiza from BTS. The study guide was easy to read, with information presented in a more natural way than I was used to with CII materials. There were illustrations, and examples, that made the information easier to take in. The topics in R01 are very difficult to learn as there are a lot of facts and regulations making up the syllabus. The BTS workshops really helped me know where to focus my learning and what level of detail I needed for each section. Luiza made the workshops entertaining, and much more interesting than you might expect the subject matter to be. We had a good laugh, but also really went through the subjects and made sure that we understood the key points on each. I used the example questions in the study guide and also the BTS study buddy to practise exam style questions. When it came to the exam I felt confident, and I felt that I could cope with the style of question I faced, the workshops and support materials form BTS had prepared me for what to expect. I achieved a pass first time with an excellent mark. I would definitely recommend BTS workshops and support materials for anyone doing R01."

Adam Marsden | Financial Adviser | December 2020