An update from Luiza Todd The dust has now settled on the news that the Chartered Insurance Institute are no longer running ‘in-house’ exam revision workshops. This still feels like such a strange decision for an examining body to make. I cannot believe that there is not still a huge appetite for R0 exam support […]
BTS have just run a RO5 workshop for one of our Wealth Management clients. This involved an action-packed two-day workshop facilitated in London. The attendees were mainly second careerists with little or no financial services experience. This workshop was full to brimming with relevant theories and practice, lots of handouts, including one page ‘crib-sheets’ for […]
We have just found out that the Chartered Insurance Institute have made the decision that, from 2018, they will no longer offer R0 workshops to the general market for candidates who are studying for these exams. This means that the qualifications that involve such a commitment in terms of study time, question practice, and […]
Much has been written about the current demographic challenges facing the Financial Services Profession. We know that there is an ageing adviser population with the average age of an adviser estimated to be north of fifty, and survey after survey stating that at least one third of advisers are looking to retire in the next […]
