R01 Learner Journeys

Caroline's story

"I first encountered BTS when I was about to sit my R01 exam. I was fresh to financial services and every bit of knowledge I was learning was brand new.

I found the BTS study guide easy to understand and digestible. As I worked through the guide, my knowledge increased. Luiza hosted my training session and she made the learning experience fun and used visual techniques and tons of examples to explain the theory and cement my understanding. I felt so much more confident walking out of the session then when I had walked in, and a week later I passed my R01 exam first time.

As I progressed through my R0 exams, I came to rely on the BTS method and got through all of my R0 exams in just a few months. BTS make learning fun, accessible and they have a canny knack of honing in on the most important information you need. Thank you for all your support Team BTS. "
Caroline King
Previous St James Place Wealth Management Associate Partner

Adam's R01 path

"I am a financial adviser, based in Liverpool. For my RO1 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 RO1 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. 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 RO1."
Adam Marsden
Financial Planner