Much easier to read and digest...

The BTS  books are much easier to read and digest and more relevant to support you in passing the RO4 exam.

There are hundreds of exam-style questions within the book which is also supported by the BTS RO Study Buddy App (which I used to continue to test myself throughout the training period).

The face to face Workshops provide the next level of support to ensure you fully understand the theory, and give you the final push to ensure a high pass mark. Luiza also provides guidance on the types of question to prepare for and help you judge how much effort to revise in respective chapters.

Overall I have found BTS Trainers and BTS literature invaluable in supporting me pass RO2, 3, 4 and 5 at the first attempt and would highly recommend.

Darren HoulcroftTrainee Wealth Planner
Definitely be ordering the BTS study guide...

Just R06 to do [and] I’ll definitely be ordering the BTS study guide for it. Your study guides are just so much clearer and engaging, and I honestly don’t think I would have had as much success with passing if I used the CII guides.

June MurrayTrainee Wealth Planner
I would recommend that anyone doing their Level 4 Diploma attends the BTS pre-exam workshops

Personally, I thought every one of the workshops content and delivery was brilliant.  I attended both Luiza Todd’s and Darren Slater’s sessions and both are brilliant trainers who clearly know their stuff and are excellent at delivering the key syllabus information in an ‘’easy to understand manner’’. 

I passed each exam first time and I would recommend that anyone doing their Level 4 Diploma attends the BTS pre-exam workshops before entertaining taking their exams.  I don’t believe I would’ve passed each one so quickly had I not attended them.  They were a massive help to me when drilling down on the main learning areas.

Lesley Spink DipPFS
How beneficial the app was for the R05 exam...

…just a quick email to say I passed R05 [and] how beneficial the app was for this exam. I more or less only used the app for my revision. Was very helpful in passing the exam.

Andrew Tait CeMAP DipFATrainee Adviser
A truly outstanding, professional and solution-based organisation.

BTS is a truly outstanding, professional and solution-based organisation.

It’s main aim is to get you through these tough exams. They make sense of it all, breaking it down into subject matter that is digestible and palatable.

The workshops are worth every penny. [The trainer] is an inspiration and truly gifted at teaching (he has the patience of a saint).

I have sometimes pushed Jeff (the owner) to his limits and his help and support towards me has been boundless. He truly cares about how you progress.

Honestly, these guys are exceptional at what they do. Keep up the great work, without your books (they are so easy to read) and workshops I would not have got this far, even though my journey is still ongoing.

Alex Vasiliadis Trainee Wealth Planner
Training that exemplifies what BTS is about

Just wanted to give you some feedback on the R03 workshop run by yourselves this week.

We have had Ian Richardson running the training this week. He brought with him the qualities that I have experienced with you before and the high standards that BTS set. He was enthusiastic, made the training fun and easy to learn but also set challenging tasks for us, which is the best way to learn. I speak for myself and also on behalf of my group that this week has been hard and challenging but so very worthwhile.

Having read the book previously all the loose ends have been clarified and knowledge consolidated. There wasn’t anything too much for Ian or any question too difficult or unprepared to answer – something I have only experienced with your training before and exemplifies what I think BTS is about. Extra training sessions were run which I thought was great for those who just needed that extra little bit of knowledge.

 I now feel prepared to take on this exam and pass it having been relatively unconfident before. Another BTS pass hopefully!!!

Josh Balmforth Trainee Wealth Planner
An amazing company of training and trainers.

I wanted to write to BTS to congratulate you on an amazing company of training and trainers.

As a trainer of trainers I often ‘suffer through’ training courses I attend, thinking throughout of the critique, but having worked with BTS over the last 3 months to pass my exams to get my Diploma I have been pleasantly engaged. All my exams have had a 1st time pass, often without even reading the full manuals ( I had bulk purchased the CII’s). You and your associates are highly competent around their subject matter, their training abilities are second to none. Understanding how different folk learn is a skill few trainers seem to have grasped – BTS trainers have, and effortlessly weave a tapestry of messages (the same but different) so that all folk will hear the learning in a way that makes sense to them.

I will be highly recommending you and BTS to all I meet who want to pass these and all other exams that you cover. I hope you are mightily proud of your recruitment process to consistently get such a high calibre of trainer. They are a rare thing!

GabrielleManaging DirectorThe Power of Words
Helped me pass exams first time

I have joined the Financial Services industry this year and am in the process of completing the Diploma in Financial Planning. The existing (non-Bespoke Training Solutions) training materials were extraordinarily difficult to read and at times incomprehensible. Luiza and the team at BTS were brilliant at teaching and communicating very complex and high volume subject matters (especially around pensions, investments and taxation) into modules that were fun to learn, made sense, were memorable and helped me pass exams first time. Luiza’s knowledge, patience and instilling supreme confidence, were instrumental in me getting through very challenging exams, without losing valuable time having to retake them. The sessions were very intense but I actually really enjoyed them and learned a huge amount. This is just about the best training, I have received in 25 years. Luiza and team, I thank you!”

Chris ExnerWealth Manager