photograph of coffee cup and BTS Logo on a writing pad

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.

How we help individuals

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

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.