Who We Help

Who We Help

We have been supporting both individual candidates and businesses with the R0 exams since 2003.

This gives us confidence in our methods and enables us to help anybody studying towards the CII Diploma in Regulated Financial Planning.


Using our STEP approach, BTS offer a range of support for candidates studying towards the CII Diploma in Regulated Financial Planning, the industry benchmark for financial advisers, paraplanners and administrators.


How we help individuals

  • BTS encounter many different learner routes to the Diploma qualification. 

  • Some learners are part-time students self-funding their way to an improved CV to seek new employment or to change roles within their current environment. Others are full time learners often as part of an Academy training programme.

  • The BTS STEP approach can work with any learner journey. The learner case studies on our website show the range of candidates we work with on a daily basis.

"I've now completed R01, 2, 3, 4 & 5 with BTS and passed first time on all of them and on some getting 100%. The help they have given me both personally and professionally along my journey has been second to none!"
Ruth Downs
Financial Adviser

How we help businesses

  • We have years of experience of delivering financial planning training in corporate environments.
  • Businesses like to work with us because we tailor our support to meet their needs, time frames and budgets.
  • We work hard to ensure that our training causes the minimum of disruption to business operations and that teams get the exact support they need to achieve exam success quickly.
"BTS have been integral to the success of our academy program. The feedback and guidance from the start of the relationship has really helped when expanding the qualifications of staff within our business."
Jamie Sexton
Head of Operations, True Potential Wealth Management LLP