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Welcome to
Bespoke Training Solutions

We are specialists in supporting individuals through the
CII Diploma in Regulated Financial Planning and the CII advanced exams.

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Advice Skills

The BTS Soft Skills and CPD Toolkits have been designed to support your professional development.
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Which exam year do you need materials for?

  • 2023/24 editions of Study Guides and e-Learning modules are valid for exam sittings up to the 31st August 2024.
  • 2024/25 editions are valid for exam sittings from 1st September 2024.

R0 Exam Toolkits

The BTS R0 Exam Toolkits have been designed to guide you through all 6 R0 units, helping you to achieve your CII Diploma in Regulated Financial Planning.

R01

Financial Services, Regulation and Ethics

R02

Investment Principles and Risk

R03

Personal Taxation

R04

Pensions and Retirement Planning

R05

Financial Protection

R06

Financial Planning Practice

AF Exam Study Toolkits

The BTS AF Exam Toolkits have been designed to help you to achieve credits towards the Level 6 Advanced Diploma in Financial Planning.

AF1

Personal Tax and Trust Planning

AF4

Investment Planning

AF5

Financial Planning Process

AF7

Pension Transfers

AF8

Retirement Income Planning

CF6, ER1 and J0 Exam Toolkits

The BTS CF6, ER1 and J0 Exam Toolkits have been designed to guide you through the CII exam units to help you achieve your next qualification.

CF6

Mortgage Advice

ER1

Equity Release

J02

Trusts

J05

Pension Income Options

J10

Discretionary Investment Management
Coming soon!

J12

Securities Advice and Dealing

Soft Skills & CPD Toolkits

The BTS Soft Skills and CPD Toolkits have been designed to support your professional development.

Soft Skills

Advice Skills

Forums

Chat to others studying the same exam
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Study Plans

Get off to a great start with a study plan
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Webinars

Find out more about exams
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Upcoming Workshops

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20 Years of Expertise:

Why you can trust Bespoke Training Solutions to further your success…

BTS are ‘The Exam Experts’ for the CII papers. We specialise in supporting individuals through the CII Diploma in Financial Planning, more commonly known as the R0 exams. 

We also support some of the advanced papers, known as the AF exams. With 20 years’ experience, our unique STEP approach has helped thousands of trainee advisers, paraplanners, administrators and managers achieve a first-time exam pass.

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