Study routes for pursuing a career in financial planning | Professional Paraplanner Magazine March 2022

Study routes for pursuing a career in financial planning | Professional Paraplanner Magazine March 2022
Study routes for a career in financial planning

What are the training routes for a career in financial planning?

Surveys conducted by global corporations have shown around one in four adults are considering a change of career post-pandemic. It is no secret that a career in financial planning attract a high number of career-changers (a recent PFS member poll suggested 47% of entrants are second careerists). With career prospects cited as one of the most common reasons for seeking a career change, what are the exam and training routes for a career in regulated financial planning? 

Examples include, the CII Diploma in Regulated Financial Planning, the LIBF Diploma for Financial Advisers, and the CISI Investment Advice Diploma. For more info on the differences between these qualifications, see our earlier article on Different options to achieve Level 4 – Professional Paraplanner

In this article, Alex Langhorn, Business Support Manager at Bespoke Training Solutions, takes a look at the different training routes available from self-study routes to joining an Academy programme.

Study routes for pursuing a career in regulated financial planning – Professional Paraplanner March 2022

Studying the CII R0 exams for a career in regulated financial planning.

The Chartered Insurance Institute (CII) level 4 Diploma in Regulated Financial Planning is made up of six core modules, commonly referred to as the R0 exams.

BTS offer support for each R0 module and we love taking candidates through from R01, when they start their journey, to R06 when they finally achieve their CII Diploma in Regulated Financial Planning. Find out more about each of the R0 exams below.

R0 Toolkits

Our BTS Toolkits have been specially 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

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