“Without the Study Guide, Study Buddy and especially the 2 day course I don’t think I would have passed. The CII official book is full of text and the revisionmate resources are no way near as good or useful as BTS Resources.”
Ben | R02 Candidate | February 2022
“I’d like to comment on how useful the 2 day course was. It was extremely useful being able to have a different perspective on learning. Also being able to ask questions on anything I was unsure with directly face to face was a huge help and I cannot thank you enough for the 2 day course. You managed to keep me engaged for 2 whole days on a subject that isn’t exactly the most exciting topic.”
Ben | R02 Workshop Attendee | February 2022
“I would advocate to anyone not to give up on exams. I completely underestimated the workload / life balance. Nonetheless, I was not giving up and want to thank BTS for your support as it has really helped, so thank you. ”
R02 Workshop Attendee | February 2022
“I found the convenience of Study Buddy on my phone was a real boon. What I actually did was to write down the questions that I failed and for each one put a learning point below.
As I’m sure you can understand I was immensely relieved having pressed the submit button to more or less instantly receive a Pass notification. Thank you very much indeed for your help.”
Angus Mackenzie | Acumen Financial Planning | February 2022
“I would just like to say a massive Thankyou for the R06 Study Guide that I bought from you which has given me a pass and my diploma! I failed this exam 3 times using other learning providers material and yours was completely different and so much better. Thankyou so much!”
Sam Worthy | August 2021
“Using the BTS study guides for all my CII examinations has provided with me all-round comprehensive knowledge across the R0 units which has allowed me to pass my exams first time. I have tried using other providers but felt that BTS support materials give a much broader knowledge base from which to sit the exam. The exams have asked questions which are not always 100% in the syllabus, however with the subject matter within the BTS study guides these have provided me knowledge around the style of questions asked by the examining body. I have as a result passed R01 to R05 units first time. The BTS app R0 study buddy is an invaluable tool for practising exam style questions when preparing for the exam. It allows you to complete timed exams mirroring the actual exam experiences and also trains your mind to cope with the format of the questions asked (which can be very wordy and tricky!) If any topic within one of the R01 to R05 units is proving particularly difficult the BTs eLearning programmes or a one-to-one session can help explain the subject matter and clear any issues with a more one to one, focused style of learning. In summary BTS have a vast array of R01 to R06 learning support options. These have helped me massively in passing my exams first time. Thank you BTS!”
Alan Buchan | Trainee Financial Adviser | August 2021
“I just thought you would like to know that I finally PASSED my R01 last week. It was my first resit following the 2-day course with you guys. I passed by 78% and finished with 25 minutes remaining. A MASSIVE thank you for all your expertise and knowledge you provided during the course. It was engaging and allowed me to focus my study in key learning areas. Following the course I downloaded the questions on the Study Buddy app. They were a massive help and so close to the questions in the exam. I will certainly be looking to book on to future courses and purchasing the study material you provide.”
Jack | R01 Workshop Attendee | July 2021
“I am so pleased that I passed R04 over the weekend! I could not recommend enough the Bespoke Training Solutions Study Guide, Workshop and App! They give you all of the information & the tools you need to know to pass R04 in a way that is actually memorable and easy to digest! Now on to R06 and the last push to become Diploma qualified!”
Amy McGeorge | Paraplanner | March 2021
“I couldn’t recommend BTS enough! This was my first ever workshop with Luiza and I honestly found it so engaging and informative. The two days flew by and we managed to cover so much. It really has helped to cement things for me and I’m feeling so much more confident about my exam next week! Luiza is really friendly and approachable – she answered all 101 of my questions 🤣 Definitely going to use BTS for future exams.”
Zoe Pass | Paraplanner | March 2021
“Very pleased to be half way through my Diploma in Regulated Financial Planning. For anyone currently studying towards their R0 exams, definitely consider Bespoke Training Solutions Ltd Study Guides and Study Buddy App, they make the course content far easier to digest! R03 was a really tough exam, lots of calculations and tight for time, but I never would have achieved the mark I did without these extra resources.”
Caroline Lawton | Paraplanner | March 2021
“Thank you so much BTS! I honestly couldn’t have done it without your study guides and study days. They made such a difference.”
Jenna Cochrane | Paraplanner | Lomond Wealth | 2020
“I am pleased to say that I sat my R03 exam yesterday and passed it for the first time. I have followed Luiza’s podcast with Sam Oakes, posts on Linked In, messages on other candidates’ successful exam posts, articles written for likes of Professional Paraplanner and via these it has been drilled into me that R03 is the toughest exam out of all of the R0’s. Oh boy, BTS is not wrong! I have never felt so much exam time pressure! I did run out of time with two questions unanswered but I am surprised that I scored the highest mark (86%) in this exam out of R01, R02 and R04. I followed Jeff Scholes strategy in approaching R03 questions and it worked a treat. But you know what helped me the most? Your study buddy app. I downloaded both volumes and I found the app very useful. It is the best thing out there and it was the first time I used it and I am sure that I would not have got the mark I did if it wasn’t for practising the exam style questions on the study buddy app. You have got this bang on mark. It helped me fly through the first 15 questions but CII’s question style got complicated after this.
Thank you so much and I will definitely be using the study buddy app for R05.”
Mohammed Din | Paraplanner | Mattioli Woods | July 2021
“The study guide allowed me to learn and study the Learning Outcomes in an easier, more linear fashion than the CII textbook which made understanding the text a breeze in comparison, due to a busy schedule this also made studying more efficient and time effective.
Thanks for the assistance BTS, now on to R02!”
Sonny Booth | Financial Adviser | June 2021
“The BTS study guides and exam questions have really helped me. Before I had bought the CII handbooks and found they had too much jargon and information overload. But your courses cut out all the rubbish and focus on what we need to understand for the exams.”
Jonny Czopczyc | June 2021
“After starting my career just over a year ago at True Potential LLP I can now happily state I’ve now passed R06 and I am now level 4 qualified. A special thank you to Bespoke Training Solutions Ltd and Luiza Todd FPFS CFP for their classes, books and app all which helped me immensely”.
Alexander Grange Dip PFS | True Potential | May 2021
“Just a very quick message to let you know I got my R06 result just now and it’s a pass so now I’ve got the Diploma! There is absolutely no way I could have done that without you. Thank you so, so much for all your time energy and optimism. I was rather deflated when I failed it first time around because I didn’t understand why. It was therefore very encouraging when I started with you and the BTS team and realised where I had fallen short in terms of exam technique, and how to beat the CII at their own game!”
Frederick Hervey-Bathurst DipPFS | Trainee Financial Adviser | May 2021
“A huge shout out must go to Luiza Todd FPFS CFP Rhoda Mortimer DipPFS, Cert CII(MP) and Bespoke Training Solutions Ltd for all your hours of dedication, your study guides, practice tests and unbelievable analysis especially for such a tough couple of case studies!!! I can 100% say I would not have passed this latest R06 paper without you.”
Richard Hudson DipPFS | Associate Financial Adviser | May 2021
“8 months, 6 exam, endless hours of study after work/ home schooling etc and I’ve officially completed my diploma. Special thanks to Bespoke Training Solutions Ltd Luiza Todd FPFS CFP for the fantastic support and study guides all the way through.”
Shelley McMillan DipPFS | Mortgage & Protection Adviser | May 2021
“I passed my R02 exam today with 94% and I can’t thank you and BTS enough. I used the past paper questions and the similarity to the exam questions today was amazing, all so relevant and at the exact difficulty level.”
Max Green | Graduate Financial Adviser | May 2021
“The next exam passed today!! R02 investment principles & risk. What a great start to the weekend! Only 2 left!! Thank you to Bespoke Training Solutions for the training course that focused my studies before the exam.”
Prue Ockenden | Mortgage Adviser | April 2021
“I am so pleased to have passed my R04 exam today first time round. 5 down 1 more to go now! The credit really goes to Luiza Todd FPFS CFP from Bespoke Training Solutions Ltd. I connected with Luiza on an off chance last year when I had deferred success in my tax exam and she recommended the R0 study app a week prior to my exam coupled with some useful hints and tips. My initial thoughts were when I came off the call with Luiza was that she came across so passionate and genuine! Her service was second to none and that’s what I got sold by ☺️ “The world is so small” is a true saying because the company I work for has partnered up with BTS to support us with our R0 journey.
Can I just say how excellent those workshops are. It really does help cement all your knowledge and honestly I learnt so much more by understanding the “ why” behind each topic. The BTS resources are extremely useful and their study guides never put you to sleep lol.”
Sarojini Udayachandran | Academy Trainee | May 2021
“After failing the R03 with only 50% on the first attempt using only the CII text book I was feeling really disheartened. I took some advice from some of my peers who were also on the St James’s Place Academy to try switching to BTS for my study material.
I purchased the R03 e-Learning module which I found really simplified the CII learning outcomes and within 2 weeks from my first attempt I achieved a 94% pass!!
I have since gone on to purchase the R02 study guide which I am also finding very easy to understand and I am hoping for another great result in the very near future!”
Leigh Bolland | Associate Partner | May 2021
“When I joined Joslin Rhodes I wanted to look at another way in which we could support our staff through their professional qualifications; as an alternative approach to the traditional means of study. We were very aware that it is extremely challenging to adequately balance a career and home life without the added pressure of independent study and knew that there had to be a better way.
Around this time, we appointed a new Financial Planner to the team who mentioned that she had attended an intensive session with BTS before sitting her R01 exam and in her words ‘I would never have passed without Luiza’s support’. On the back of this we met with the BTS team and were immediately impressed with their approach to learning, so decided to book R02, R03,R04,R05 and R06 for a number of the team. We knew even more once the workbooks arrived that we had made the correct decision
Feedback from each session was amazing, whether it was Luiza or Jeff- the team felt upbeat, supported and ready for each examination. Some of the team had failed previously before attending a BTS session, however after spending the time with Luiza or Jeff, I noticed such a difference in levels of confidence than before- and the pass rates spoke for themselves. In addition, and what I wasn’t aware of at the time, was that outside of each session the trainers had provided additional support to some members of the team who had contacted them, so they really went above and beyond for us!
The BTS team have a way of putting people at ease and making learning fun, whilst comprehensively preparing them for the examination ahead and I would have no hesitation in recommending their services. I’m a big believer in the fact that you get what you pay for and BTS certainly deliver.”
Scott Day | Chief Operating Officer | February 2021
“I found the BTS R01 Workshop very helpful, especially as it made R01 clearer by laying it out in a visual way which helped me to remember key information. The workshop was beneficial to me before taking my exam as the instructor gave important exam tips on how to tackle the hard questions and not be overwhelmed by the exam style. Many thanks again!”
Rebecca Whitehead | Personal Assistant | January 2021
“BTS have helped me through each of the R0 exams. The combination of a more user friendly textbook, workshops and the Study Buddy app brought what is sometimes very dry information to life and made it more memorable during the exam. R02 was my 1st experience of the online offering, just a week into lockdown in March 2020. Although this undoubtedly meant very quick changes for BTS, who were planning on presenting classroom sessions, I was still able to attend online workshops the same days and received electronic copies of handouts and materials for further support. Despite not being able to sit the exam until July, I was still able to recall the material we discussed in our sessions a few months before (those handouts really help refresh the information just before the exam) and received a much higher mark than I anticipated. So thanks very much to BTS for all your help throughout such a difficult year!”
Vicki Wright | Financial Adviser | January 2021
“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!
The training sessions are split into manageable chunks, with flip chart after flip chart of common-sense walk-throughs and diagrams to make the content crystal clear. The approach taken by the trainers creates an environment where no question is a dumb question, so the sessions are the ideal vehicle to pin down your understanding of content that you just can’t get your head around. The revision sessions often include quick tests and plenty of handouts to get you ready to sit your exam with confidence, refining your knowledge and organising the content in your head to help prepare you to sit the exam ready for anything.”
Vicki Redsell | Paraplanner | November 2020
“I have used other exam practice tools and I would highly recommend using Study Buddy in preparation for your RO exams. I found the question style, language and timing very similar to the real thing, and the walkthrough answers with added exam tips, invaluable in consolidating knowledge and building confidence ahead of sitting the real thing. Saving your scores, helps you to track your progress and my practice exam scores were spot on with the real thing. You have options for end of chapter tests, full exams and you can time yourself or not, so you can use the app at every stage of your study. So my advice is download the app, get out your calculator and crack-on!”
Vicki Redsell | Paraplanner | November 2020
“I have two members of staff sitting the R0 exams at the moment. It’s fair to say that they struggled making progress with the standard CII books. Having been introduced to Bespoke Training Solutions I am delighted to say that one colleague passed both R02 and R03 first time around. My other colleague, after two unsuccessful attempts at R03, successfully passed it having studied using material from Bespoke Training Solutions. Both said to me that the Bespoke Training Solutions books were far more user friendly than those from the CII. They were also very impressed with the training day courses run by BTS. I recommend BTS to all students studying for their R0 exams.”
Andrew Mackie | Partner | February 2021
“Thank you for the brilliant workshop BTS. It’s was so useful and I definitely feel I know more than before. I highly recommend the workshop for the R0s and definitely will be using it for the rest of the R0s.”
Tasneem Mahmood | Trainee Adviser | March 2021
“Such an amazing R04 workshop! I wish I had known about this for my previous R0 exams. It’s made a tricky subject a lot more understandable. Thank you BTS.”
Helen Ballantyne | Personal Wealth Support | March 2021
“I am pleased to say I have passed R06 recently which has been the final exam of 6 to be a qualified Financial Advisor. I want to say a massive thank you to Bespoke Training Solutions. I cannot recommend BTS enough for help in passing these exams. I have used them for all 6 exams. I used their study guides and workshops throughout all 6 exams and found the content so much easier to understand and learn by using them.”
Katie Benbow | Financial Adviser | March 2021
“So pleased to have passed my R04 exam this morning first time with 82%. A huge thank you to Bespoke Training Solutions Ltd who provided a fantastic two day R04 workshop as well as their study guides and study app. Their resources made a huge difference to my revision, and overall understanding. One more to go until I am qualified!”
India Johnston | Paraplanner | March 2021
“I cannot thank you enough for all of your help! It really gave me another outlook on the R04 exam. I felt so much more confident going into the exam than I have done going into all the previous exams.”
Jack Furnell-James | Paraplanner | March 2021
“Filled with everything you need from learning outcomes to a practice exam and tax tables. The study guides are full of helpful mnemonics, tips and tricks to get the content to stick! Written in simple, jargon-busting language, the guides are equally as useful to an absolute beginner or an experienced professional.
The guides are logically laid out, with graphics and examples to spell out the key areas to focus on. Rather than very dry and technical tomes, the BTS guides feel like they are written by humans who have years of experience in the industry; which helps you to place your learning in context and relate it to your everyday. Each chapter comes with a summary and end of chapter test to help you consolidate your knowledge and test out your powers of calculation. There are plenty of activities for you to test your understanding of a topic and the walkthrough examples give you a step-by-step analysis; as they say, practice makes perfect!
Working through the entire R0 exams using the BTS guides enables you to build up a sound knowledge base. The familiar writing style and delivery of content helps to build your confidence as your work through R01 – R06. Subject areas crop up across numerous exams in greater or lesser depth and the guides are a practical tool that not only help you learn the content, give you what you need to pass the exams, but more importantly apply your learning in your work. I am sure that I am a far more valuable member of staff in my firm having studied with BTS.
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!
The training sessions are split into manageable chunks, with flip chart after flip chart of common-sense walk-throughs and diagrams to make the content crystal clear. The approach taken by the trainers creates an environment where no question is a dumb question, so the sessions are the ideal vehicle to pin down your understanding of content that you just can’t get your head around. The revision sessions often include quick tests and plenty of handouts to get you ready to sit your exam with confidence, refining your knowledge and organising the content in your head to help prepare you to sit the exam ready for anything.
Taken either in conjunction with the BTS study guides, or on their own, the helpful mnemonics, tips and tricks stay with you in the exams and helps you to build your marks as the minutes tick by and you work through the question. After a revision session you will feel ready to not drop silly marks by misreading the question or falling into a trap, knowing that you will get left-field questions, not being thrown by the unexpected and to play the numbers game – forewarned is forearmed…
Having tried other revision sessions, I would wholeheartedly recommend the BTS revision sessions. Knowing that you have the team behind you as you log-in and enter your candidate exam details is a huge bonus.
The app – Study Buddy
I have used other exam practice tools and I would highly recommend using Study Buddy in preparation for your RO exams. I found the question style, language and timing very similar to the real thing, and the walkthrough answers with added exam tips, invaluable in consolidating knowledge and building confidence ahead of sitting the real thing. Saving your scores, helps you to track your progress and my practice exam scores were spot on with the real thing.
You have options for end of chapter tests, full exams and you can time yourself or not, so you can use the app at every stage of your study.
So my advice is download the app, get out your calculator and crack-on!”
Vicki Redsell | Paraplanner | November 2020
“I am totally thrilled that I have passed another R0 exam with the help of BTS. I have used their Study Buddy app for every exam that I have done. I just did the R04 exam and questions were so similar to the exam so this resource is a must!! I also purchased the Study Guide for this exam. When reading the CII study text my head was all over the place, the BTS R04 study guide explained things so easily for me. I only had to read something once to understand. I cannot recommend BTS enough. I have done two courses with them for R01 with Luiza and R03 with Jeff. These courses really helped me too. Now on to R06 my last exam!! Thank you BTS I could not have done it without you!!”
Alex Curtis | November 2020
“Such an brilliant two days – thank you! I wish I had known about this for R02 and R03! It made the tough subject of Pensions a lot more understandable and easier to learn!”
Shannon Stazicker | Client Services Manager | March 2021
“It was an absolutely brilliant and invaluable 2 days! Luiza not only makes it fun, but makes everything much more understandable with worked examples and ‘real life’ exam questions. I’m thankful to have attended and think I’ll be using BTS for my future exams!! I never imagined a R04 workshop to be so engaging! The 2 days flew by. Thank you BTS.”
Laura Milroy | Compliance and Training Manager | March 2021
“Luiza really helped bring some clarity to the mass of info you have to learn for R04. She made sure we knew what was going to be important to learn for the exam, as opposed to just nice to know. She also explained everything simply so that we could understand the ‘why’ as well as the ‘what’, which is essential when deciphering CII exam questions.”
Ian Marsh | November 2020
“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
“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. BTS hosted my training session and 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.”
Caroline King | December 2020
“I am studying towards R05 in 2021 and was rather surprised when the CII study text landed! 5 chapters in and I was ready to give up(!) A colleague mentioned BTS in the group chat and I called Luiza. She was extremely helpful and I purchased the BTS study aid. I’m 140 pages in and loving it – so much easier to read than the very technical CII book. I’ve also managed to answer every question correctly so far!”
Greg Ellis | Business Development & Support | February 2021
“I would highly recommend Bespoke Training Solutions Ltd. The course was extremely well run, enjoyable and concepts explained very clearly, injected with some of Luiza’s great humour! They are an invaluable tool to help support passing your exams first time round.”
Harjinder Bhatti | Partner | April 2021
“I feel it’s only right to send my thanks to Bespoke Training Solutions Ltd.
In 2019 they where instrumental in passing my R06 exam first time, the BTS team really ‘went to town’ on the case studies. They broke them down into virtually all advice areas possible and came up with an outstanding training program for the 2 day course!
Safe to say that without their guidance the exam would have been much harder than it already was, their techniques and ability to make the complex easy was second to none!
Anyone looking to sit their R06 – I would recommend getting in touch with the team at BTS to see how they can help!
Lewis White | Financial Adviser | April 2021
“Completed the final piece of the puzzle Yesterday. Delighted to now be a fully qualified financial adviser. It’s been a long road but worth all the hard work. Special thanks to Bespoke Training Solutions Ltd for all the help with the exams. Couldn’t have done it without them! If you’re doing these exams make sure to download the app and get the study text as I genuinely couldn’t have done it without their help.”
Greg Miller | Financial Adviser | April 2021
“Delighted to pass R03 this morning, three down and three more to go! Thank you BTS! The workshops were invaluable and the study material from Bespoke Training Solutions Ltd was high quality.”
Craig Rees | Financial Adviser | April 2021
Thank you BTS for today and yesterday. Fantastic R06 course and highly recommended. Covered everything I could think of and more. I only wish I’d used Bespoke Training Solutions Ltd before my last exam!
Joseph B | Trainee Financial Adviser | April 2021
“After failing my R03 exam, I eventually passed it with the help of BTS. Wow, what a difference. The e-Learning modules they provide are out of this world. I would recommend this to anyone needing an extra push. BTS are absolutely leaders in the field.”
Robert Peters | March 2021
“I am delighted to say that I passed my R01 yesterday. Being completely ‘fresh’ to the FS industry I felt totally overwhelmed by the CII textbook but thanks to BTS I was able to get my head around R01. I cannot recommend BTS enough. I will be sure to attend other BTS R0 workshops and use the study buddy app in the future. Thanks BTS.”
Claire Hickling | Trainee IFA | Feb 2021
“You can have all the knowledge in the world with R06 but if you don’t know how to answer the questions you will struggle. BTS go through every style of question that may come up and give you as much guidance as possible on how to answer it. It runs for two days, 1 day for each case study and they also go through potential questions and answers with you. It’s really interactive as well which is a great way to learn. For anyone about to take R06 then I fully recommend BTS.”
Alex Salter | Paraplanner | Dec 2020
“I couldn’t recommend BTS enough! This was my first ever workshop with BTS and I honestly found it so engaging and informative. The two days flew by and we managed to cover so much. It really has helped to cement things for me and I’m feeling so much more confident about my exam next week! Luiza is really friendly and approachable – she answered all 101 of my questions 🤣 Definitely going to use BTS for future exams.”
Zoe Pass | Paraplanner | March 2021