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Training with BTS

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Where does BTS training fit into your study plan?

Accessing BTS training is usually the second step in our study plan, to get the most out of your training experience , we recommend you work through a Study Guide before attending a session. The BTS Study Guides can be ordered from the shop.

BTS Associate facilitators are skilled at bringing key subjects to life through examples, visuals and exam style practice questions. They will paint pictures to help unravel the technical details so that you understand them and can then apply that understanding to exam questions. Our workshops and 1:1 coaching sessions are designed to support your revision of the heaviest weighted learning outcomes in the exam.

What training options are available?

BTS open R01 - R05 revision workshop, delivered via Zoom
Quarterly R01, 2, 3 & 4 two-day workshops offered through our collaboration with the PFS Insurance Institutes
BTS R06 exam preparation workshops available to everyone
BTS AF5 exam preparation workshops available to everyone
1:1 Coaching tailored to your individual needs
Bespoke client workshops

Revision workshops are added to the events calendar throughout the year.

If you can't see a date that works for you, get in touch to ask about other options.

view events calendar

What our learners say about BTS training support:

“Having worked across Retail and Investment Banking for over a decade exams weren’t something new, however a huge challenge for me was that of managing a busy diary and the pressure of passing 6 exams in a short space of time was a huge obstacle and one that I would not of been able to overcome so speedily without BTS.

I used all the resources that BTS have available; 1-2-1 coaching, study guides as well as the question bank R0 Study Buddy app (which was a game changer which allowed me to challenge myself while on the go).

I passed all the exams within 5 months. I can honestly say without BTS I would have struggled, the material they have created shows what you need to learn in a clear and calculated way, throughout my learning journey I always felt that the team was on hand if I had any queries or questions.”

David Shepherd, Financial Consultant

"Possibly the best element of the BTS offering, the revision sessions offered by BTS are second to none in exam preparation. Delivered by industry experts, the sessions are 100% focused on exam technique, drilling down on the course content that is most likely to come up, carries to most marks or giving you the heads-up when it comes to pitfalls to avoid!"

Vicky Redsell, Paraplanner

Our RESULTS speak for themselves

For candidates who use the BTS STEP approach, pass rates are close to 100% for R01 and R05, and 90% for R02, R03, R04 and R06

STUDY

BTS study guides provide a clear, visual way to study for regulated exams.

There is no need to purchase the examining body R0 study text, our BTS guides are a complete replacement.

Available in a choice of two formats: printed or digital.

TRAIN

BTS offer face to face and remote workshops, and 1:1 training.

Our training ensures candidates fully understand the concepts that lie behind each of the key learning outcomes.

BTS training can also help identify key syllabus areas that are more popular with the R0 examiner.

E-LEARN

BTS e-Learning is ideal for people who learn best using visual, online and interactive tools.

It allows you to work through your R0 studies at your own pace, with the BTS team behind you all the way.

BTS e-Learning can again show you the key syllabus areas that are more popular with the R0 examiner.

PRACTISE

The BTS R0 Study Buddy app replicates the CII exam standard as closely as possible.

Practise exam questions on your mobile device with fully explained answers.

The app allows you to complete full specimen exams and/or concentrate on a key learning outcome.

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R01

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R04

R05

R06

AF1

AF5

AF7

AF8

STUDY

TRAIN

E-LEARN

PRACTISE

Featured products

AF1 Personal tax and trust planning – Printed Study Guide 2022-2023 Exam Year

R06 Financial Planning Practice Case Study Analysis e-Learning Module (January 2023 exam sitting)

AF7 Pension Transfers Case Study e-Learning Module 2022-2023 (120-day enrolment)

BTS is a team of highly-qualified and experienced financial advisers, trainers and programme managers led by Luiza Todd and Jeff Scholes.

Training with BTS

Train

Where does BTS training fit into your study plan?

What training options are available?

Revision workshops are added to the events calendar throughout the year. If you can't see a date that works for you, get in touch to ask about other options.

What our learners say about BTS training support:

Our RESULTS speak for themselves

For candidates who use the BTS STEP approach, pass rates are close to 100% for R01 and R05, and 90% for R02, R03, R04 and R06

STUDY

TRAIN

E-LEARN

PRACTISE

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Revision workshops are added to the events calendar throughout the year.

If you can't see a date that works for you, get in touch to ask about other options.