Chartered/Fellowship – Let’s cut the confusion!

Chartered/Fellowship – Let’s cut the confusion!

If you’re just starting out in the industry, you might be curious about the AF exams and whether they should be a cause for concern. On the other hand, if you’ve already obtained your Level 4 diploma and aspire to become a Chartered Financial Planner or achieve Fellowship, things can still be quite perplexing. Let’s […]

Trust Me – The J02 Exam

Trust Me – The J02 Exam

In this article, Nikita Phillips, Candidate Support and Business Development Adviser at BTS, discusses the J02 – Trusts exam and her experience of sitting this unit. Once I finished my diploma in Regulated Financial Planning in 2022, I immediately set my sights on the next challenge. As someone who has always aspired to achieve fellowship, […]

R06: October 2023. How did we do?

R06 October 2023. How did we do

The January sitting of the R06 exam is just around the corner, with case studies released today (Friday 5th January 2024)! Before we turn our attention to the new case studies, we always recommend candidates look back at the previous sitting. An exercise BTS finds valuable is to analyse how well our case study analysis […]

Nappies, Newborns and R01

Nappies, Newborns and R01

In this article, Nikita Phillips, Candidate Support and Business Development Adviser, discusses how she balances studying, full time work and parenting. When I talk about my exam journey, I’m often asked: how do you balance everything? What is the secret to spinning so many plates at once? My response is usually “with difficulty”. Over the […]

Top Ten R06 FAQ’s

Top Ten R06 FAQ's

Natalie Dawes, Candidate Support & Business Development Adviser at BTS, covers some of the frequently asked questions about the R06 exam. The R06 exam is one of my favourite exams. I guess that’s an easy thing to say when you’ve got it under your belt. I genuinely feel though, that it was ‘up there’ when […]

Is an Exam Remark Worth the Money?

Is an exam remark worth the money

It’s a common question that BTS are asked by candidates in the unfortunate position of deferred success. So, what does BTS think? Here’s Director, Luiza Todd’s thoughts… We have just been through the autumn R06 and advanced exam results season. That 6-8 weeks to get your results does seem to stretch out in front of […]

Level 4 to Level 6 – Just how big of a step up are the AF exams?

Level 4 to Level 6

Here at BTS, we believe in walking the talk. Our team sit the CII exams annually to keep up to date with the candidate experience. In this article, our newest team member, Nikita Phillips, Candidate Support & Business Development Adviser, talks about her experience of progressing from a level 4 to level 6 exam and […]

R06 – Debunking the Myth

R06 Debunking the Myth

Nikita Phillips, BTS Candidate Support & Business Development Adviser, believes that there is a big myth that is hindering candidate performance in the R06 Financial Planning Practice Exam, and she wants this debunked! So, what is this myth? One of the common misconceptions about the R06 Financial Planning Practice Exam, is that you only need […]

The importance of a Study Plan

The importance of a Study Plan

Natalie Dawes, BTS Candidate Support & Business Development Adviser, says to get your studies off to the best start, it’s all about the planning, in particular the Study Plan. Are you winging it? In the past, I have often been caught out by ‘winging it’ (technical term) with my studies and I’d put money on […]

CF6 – Study Tips

CF6 Study Tips

BTS Director Luiza Todd, shares some helpful guidance about CF6… Many individuals start off their professional lives in the financial services industry by initially becoming mortgage advisers. Indeed, some love the world of mortgages so much they choose this as their specialty (not sure I could stomach all the chasing of the various parties involved […]