Using our STEP approach, BTS offer a range of support for individuals studying towards the CII Diploma in Regulated Financial Planning, the industry benchmark for financial advisers, paraplanners and administrators.
Some learners come to BTS when they are entering the financial services industry for the first time and have to pass their R01 as a minimum requirement to be taken on by a provider’s Academy. Others are established within the financial services sector but are changing roles or looking to formalise their experience via a qualification.
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 – it can be contracted or expanded depending on the route being taken.
Our results speak for themselves. Our pass-rates are close to 100% for R01, R05 and R06, and close to 90% for R02, R03 and R04
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.
Our guides provide a clear, visual way to study for regulated exams.
They help you develop the base knowledge and understanding required for an exam pass.
There is no need to purchase the examining body R0 study text, our BTS guides are a complete replacement.
BTS offer face to face and remote workshops, and 1:1 training.
Our training ensures candidates fully understand the concepts that lie behind each of the key learning outcomes.
BTS training can also help identify key syllabus areas that are more popular with the R0 examiner.
BTS e-learning is ideal for people who learn best using visual, online and interactive tools.
It allows you to work through your R0 studies at your own pace, with the BTS team behind you all the way.
BTS e-learning can again show you the key syllabus areas that are more popular with the R0 examiner.
The BTS R0 Study Buddy app replicates the CII exam standard as closely as possible.
Practise exam questions on your mobile device with fully explained answers.
The app allows you to complete full specimen exams and/or concentrate on a key learning outcome.