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AF7 Pension Transfers Case Study e-Learning Module 2022-2023 (120-day enrolment)
£195.00 (£234.00 inc. VAT)
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Working in the financial services industry is becoming an increasingly popular choice. Gone are the bad old days where individuals often fell into working within a financial services firm, or worse were embarrassed to admit to their social circle where they were working! Since the Retail Distribution Review in 2012 and the introduction of level 4 qualification minimum requirements for certain job roles, we have seen our industry becoming more of a career of choice. Studying while working is a common occurrence for those looking to develop their career in financial services.
Our industry is a heavily regulated one, and one where individuals are encouraged to study towards and achieve a variety of qualifications. For paraplanners, there are lots of commonly asked questions around pursuing technical qualifications, such as;
What should employers and employees expect from each other in terms of regulated exam support?
What questions should you be asking yourself before committing to studying for and sitting financial services exams?
What about your exam provider, and your expectations of them?
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BTS Director, Luiza Todd discusses these questions and more in her recent blog post written for The Paraplanner Club.
The Paraplanner Club is a free mentoring scheme specifically for paraplanners. Find out more about their amazing free support for paraplanners on the BTS Partners pages.
BTS study guides provide a clear, visual way to study for regulated exams.Â
There is no need to purchase the examining body R0 study text, our BTSÂ guides are a complete replacement.
Available in a choice of two formats: printed or digital.
BTS offer face to face and remote workshops, and 1:1 training.
Our training ensures candidates fully understand the concepts that lie behind each of the key learning outcomes.
BTS training can also help identify key syllabus areas that are more popular with the R0 examiner.
BTS e-Learning is ideal for people who learn best using visual, online and interactive tools.
It allows you to work through your R0 studies at your own pace, with the BTS team behind you all the way.
BTS e-Learning can again show you the key syllabus areas that are more popular with the R0 examiner.
The BTS R0 Study Buddy app replicates the CII exam standard as closely as possible.
Practise exam questions on your mobile device with fully explained answers.
The app allows you to complete full specimen exams and/or concentrate on a key learning outcome.
Brand new BTS AF5 exam support launched! BTS are delighted to announce the launch of our brand new AF5 exam …
Brand new AF7 exam support launched August 2022! BTS are delighted to announce the launch of our brand new AF7 …
To pass AF5 exam, you’ll need to demonstrate detailed analysis and critical evaluation skills, as you would expect for a level 6 exam.
Luiza Todd one of the BTS Directors shares her experiences of sitting the CII AF5 exam.
Find out about the options for qualifications for paraplanners including level 4, level 6 and the route to Chartered.
In this article, Jeff Scholes director from
BTS explains how to use a process approach to an R03 Personal Taxation exam question.
BTS chat to special guests from the Chartered Insurance Institute (CII) and London Institute of Banking and Finance (LIBF) examining bodies about the different routes available to achieve a level 4 qualification.
