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Training with BTS

Step 1: Study using our study guides

Step 2: Train by attending our workshops

Step 3: e-Learn by completing our online learning programmes

Step 4: Practise using our R0 Study Buddy app to cement and test your knowledge

This approach has helped thousands of trainee financial advisers, paraplanners, administrators and managers pass the R0 exams on their first attempt.

Our mission is clear

To maximise your chances of success in regulated exams, we follow a simple model based on our proven STEP approach:

Train

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

Where does BTS training fit into an R0 study plan?

Accessing BTS training is usually the second step in our R0 study plan. Our workshops and 1:1 coaching sessions are designed as to support your revision of the heaviest weighted learning outcomes in the exam.

To get the most out of your training experience with BTS, we recommend you study your choice of Study Guide before attending a session. The BTS Study Guides can be ordered from the shop.

What training options are available?

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
1:1 Coaching tailored to your individual needs
Monthly webinars with BTS experts
Bespoke client workshops

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

R02

R03

R04

R05

R06

STUDY

TRAIN

E-LEARN

PRACTISE

Featured products

R06 Financial Planning Practice Case Study Analysis e-Learning Module (PRE-ORDER for the January 2022 exam sitting)

R03 Personal taxation: e-Learning Module 2021-2022 Exam Year

R01 Financial services, regulation and ethics – Digital Study Guide 2021-2022 Exam Year

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

Our mission is clear

To maximise your chances of success in regulated exams, we follow a simple model based on our proven STEP approach:

Train

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.

Where does BTS training fit into an R0 study plan?

What training options are available?

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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