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.
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.
Financial Services, Regulation and Ethics
Investment Principles and Risk