How we help businesses

How we help businesses

BTS has been supporting businesses to provide effective level 4 learning and development programmes since 2004. We work with businesses of all sizes; from smaller practices requiring individualised study plans for small groups of learners, to large academy training programmes with multiple cohorts of trainee advisers. 

We work with you and your team to develop a tailored package of support to suit the study needs of your trainees. This can include:

  • BTS versions of the R0 study guides, written in plain English, to support candidate self-study. Available in a choice of digital or printed formats.
  • Bespoke group training for both stand alone units and full Diploma academy timetables.
  • CPDSO accredited E-Learning modules for R01 – R05. Can be packaged as a bespoke corporate training portal for multiple users to access the suite of online R0 revision courses.
  • One to one support for individuals needing additional personalised coaching.
  • Specimen practice exams closely replicating the exam experience. Available as additional e-Learning exam question sets and via the Study Buddy mobile app.

Client Testimonials

Schroders Personal Wealth Academy

"In 2019, the first Schroders Personal Wealth Academy launched, with an intake of twenty dedicated trainee advisers. BTS delivered the regulated exam study support throughout the 18-month programme of study, taking trainee advisers through the CII Diploma in Regulated Financial Planning.

Using a combination of the BTS study materials and timetabled workshops the ATA's achieved fantastic results, with 100% first time pass rates achieved on the R01, R05 and R04 examinations.

The feedback from the trainees has been incredibly positive throughout, with many crediting the support they received from BTS as a significant factor in their R0 exam success. Candidates have commented on how the workshops and individualised support have built not only their knowledge and competence, but also their confidence.

The partnership between SPW and BTS presents an exciting learning experience with the aim to develop professional, well-qualified wealth managers of the future. Trainees have access to top quality BTS study materials including study guide textbooks, the R0 Study Buddy app to practise mock exams, and online resources to consolidate learning from face to face workshops.

I have been impressed in particular with the reaction of our trainees to the BTS study material. The study app and the BTS syllabus books taken together have been declared more effective by trainees familiar with other versions of preparatory materials. I have observed live BTS workshops and found them to be very effective in engaging participants, and the case studies help them to think about potential clients who could benefit from their advice."
Image of Tom Horan, Head of Adviser Development SPW Academy 2020/21
Tom Horan
Head of Adviser Development

True Potential Wealth Management LLP

"BTS have worked with True Potential for the last four years providing level 4 support to four cohorts of employees so far (now on our 5th cohort).

TP use the whole BTS approach; learners start with the study guides, then have F2F/remote workshops finally completing exam style questions practice using R0 Study Buddy app. Results have been consistently excellent, 100% pass rates for R01, almost 100% for R05, R02, 3, 4 and 6 with pass rates ranging from 80-100%.

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 DipFA
Head of Operations

Joslin Rhodes Pension & Retirement Planning

"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, 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.

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."
Image of Scott Day Chief Operating Officer
Scott Day
Chief Operating Officer

Roberts Mackie Winstanley IFA

"I have two members of staff sitting the RO 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 RO2 and RO3 first time around. My other colleague, after two unsuccessful attempts at RO3, 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 RO exams."
Image of Andrew Mackie, Partner
Andrew Mackie