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You may notice some changes to the look and feel of our websites and platforms over the coming weeks. Everything will continue to work as normal while we make these updates.

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

Find out more about BTS support for INDIVIDUALS

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

Find out more about BTS support for BUSINESSES

Who We Help

Who We Help

Nick's R06 experience

"My R06 journey began with ordering the BTS study guide in place of the CII study text.

I first started to do this at R03 after being introduced to BTS after chatting to someone in the Bristol exam centre whilst I was waiting to take R05. They showed me their study guide from BTS and it looked a lot more engaging with practice questions/activities, visual representations of information plus worked through examples.

The first thing that struck me about R06 is how different the required technique was from the other R0 multiple-choice exams. The first few activities I tried in the R06 study text I didn’t go well! I was way off the mark in terms of the style of answer that the examiner would be looking for.

Being a technically minded person, it did take me a long time to get to grips with R06 to be honest. A few people I spoke to told me R06 was easy but don’t be fooled by this, especially if you are more ‘techie’ like me. When it got closer to exam time I really 'ummed' and 'ahhed' about booking a revision workshop. I had passed all of my other R0s first time self-studying and without one and so I was sceptical, especially as I was paying for all my own studies! But… I am so glad I did.

The workshop was very interactive, you didn’t just get talked at. We practiced all of the different question styles on questions that were likely to come up in the exam and then reviewed answers with rationale. After the workshop, we received a full pack of all the questions that were likely to come up for each case study along with suggested answers plus some nice graphical crib sheets summarising useful info. Luiza also continued to make herself available right up to the exam to answer questions.
I would definitely recommended BTS materials for your R0 studies."

Nick Coles

Financial Adviser